SFS
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Security Financial Services’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Security Financial Services’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
2022
Q1 		– Sell
-4,142
Closed -$380K – 136
2021
Q4 		$380K Buy
+4,142
New +$382K 0.13% 99

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
IA
Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Security Financial Services's BBMC Position: Q1 2022 in Review

Security Financial Services sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2022, closing a stake of 4,142 shares — an estimated $380K sold.

Security Financial Services first reported a position in BBMC in Q4 2021 and held it in 1 quarter. The position peaked at $380K in Q4 2021. 21 funds tracked by Wall St. Rank hold BBMC as of Q1 2022.

  • Security Financial Services reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Security Financial Services sold 4,142 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2022, an estimated $380K.
  • Security Financial Services first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • Security Financial Services's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $380K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2022.

Based on Security Financial Services's 13F filing for Q1 2022, filed 19 Apr 2022.