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

Tidemark’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
-40
Closed -$3.7K – 628
2024
Q1 		$3.7K Hold
40
– – ﹤0.01% 548
2023
Q4 		$3.39K Buy
+40
New +$3.07K ﹤0.01% 550

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

Tidemark's BBMC Position: Q2 2024 in Review

Tidemark sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2024, closing a stake of 40 shares — an estimated $3.7K sold.

Tidemark first reported a position in BBMC in Q4 2023 and held it in 2 quarters. The position peaked at $3.7K in Q1 2024. 40 funds tracked by Wall St. Rank hold BBMC as of Q2 2024.

  • Tidemark reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 40 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2024, an estimated $3.7K.
  • Tidemark first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $3.7K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.