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

UBS 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
2026 Q1	$14.1K	Buy	+130	New	+$14.6K	﹤0.01%	8188
2025 Q3	–	Sell	-3,700	Closed	-$361K	–	10337
2025 Q2	$361K	Sell	3,700 -997	-21%	-$91K	﹤0.01%	6279
2025 Q1	$423K	Buy	4,697 +4,670	+17,296%	+$451K	﹤0.01%	5983
2024 Q4	$2.6K	Sell	27 -87	-76%	-$8.57K	﹤0.01%	9018
2024 Q3	$10.8K	Buy	+114	New	+$10.3K	﹤0.01%	7711
2024 Q1	–	Sell	-740	Closed	-$62.7K	–	9306
2023 Q4	$62.7K	Buy	+740	New	+$56.8K	﹤0.01%	6426
2023 Q1	–	Sell	-634	Closed	-$46K	–	9599
2022 Q4	$46K	Buy	634 +561	+768%	+$41.1K	﹤0.01%	6846
2022 Q3	$5K	Sell	73 -30	-29%	-$2.25K	﹤0.01%	9166
2022 Q2	$7K	Sell	103 -1,159	-92%	-$89.2K	﹤0.01%	8452
2022 Q1	$108K	Buy	+1,262	New	+$107K	﹤0.01%	5860
2021 Q1	–	Sell	-551	Closed	-$43K	–	8988
2020 Q4	$43K	Buy	551 +99	+22%	+$7.11K	﹤0.01%	6310
2020 Q3	$29K	Buy	+452	New	+$28.2K	﹤0.01%	6009

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's BBMC Position: Q1 2026 in Review

UBS Group opened a new position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2026: 130 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #8188 among its holdings. This is a return to the name: UBS Group previously reported a position in BBMC as recently as Q2 2025.

UBS Group first reported a position in BBMC in Q3 2020 and has held it in 12 quarters since. The position peaked at $423K in Q1 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

UBS Group held 130 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $14.1K as of Q1 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF was a new UBS Group position in Q1 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8188 holding.
UBS Group first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2020 and has held it in 12 quarters since.
UBS Group's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $423K in Q1 2025.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.