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Private Trust Company’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Private Trust Company’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
Q2 		– Sell
-54
Closed -$4.87K – 2473
2025
Q1 		$4.87K Sell
54
-962
-95% -$92.9K ﹤0.01% 2038
2024
Q4 		$97.8K Buy
+1,016
New +$100K 0.01% 930

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Private Trust Company's BBMC Position: Q2 2025 in Review

Private Trust Company sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2025, closing a stake of 54 shares — an estimated $4.87K sold.

Private Trust Company first reported a position in BBMC in Q4 2024 and held it in 2 quarters. The position peaked at $97.8K in Q4 2024. 41 funds tracked by Wall St. Rank hold BBMC as of Q2 2025.

  • Private Trust Company reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Private Trust Company sold 54 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2025, an estimated $4.87K.
  • Private Trust Company first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Private Trust Company's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $97.8K in Q4 2024.
  • 41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.