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TCWP’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

TCWP’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
Q2 		– Sell
-35
Closed -$2K – 408
2022
Q1 		$2K Buy
+35
New +$2.96K ﹤0.01% 1284

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Integrity Advisory Overland Park, Kansas $109M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

TCWP's BBMC Position: Q2 2022 in Review

TCWP sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2022, closing a stake of 35 shares — an estimated $2K sold.

TCWP first reported a position in BBMC in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 17 funds tracked by Wall St. Rank hold BBMC as of Q2 2022.

  • TCWP reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 35 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2022, an estimated $2K.
  • TCWP first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $2K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.