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Principia Wealth Advisory’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Principia Wealth Advisory’s Portfolio BBMC Stock Details BBMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$2.6K – 861
2024
Q4 		$2.6K Buy
+27
New +$2.66K ﹤0.01% 204

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Principia Wealth Advisory's BBMC Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2025, closing a stake of 27 shares — an estimated $2.6K sold.

Principia Wealth Advisory first reported a position in BBMC in Q4 2024 and held it in 1 quarter. The position peaked at $2.6K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q1 2025.

  • Principia Wealth Advisory reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 27 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2025, an estimated $2.6K.
  • Principia Wealth Advisory first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $2.6K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.