SAG
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SageView Advisory Group’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

SageView Advisory Group’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
2024
Q2 		– Sell
-2,000
Closed -$272K – 566
2024
Q1 		$272K Buy
+2,000
New +$173K 0.01% 435

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TGAM
TBH Global Asset Management Brentwood, Tennessee $497M AUM 20.73% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

SageView Advisory Group's BBMC Position: Q2 2024 in Review

SageView Advisory Group sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2024, closing a stake of 2,000 shares — an estimated $272K sold.

SageView Advisory Group first reported a position in BBMC in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 40 funds tracked by Wall St. Rank hold BBMC as of Q2 2024.

  • SageView Advisory Group reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 2,000 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2024, an estimated $272K.
  • SageView Advisory Group first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $272K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.