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 Q2	–	Sell	-130	Closed	-$14.1K	–	10447
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 $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group's BBMC Position: Q2 2026 in Review

UBS Group sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026, closing a stake of 130 shares — an estimated $14.1K sold.

UBS Group first reported a position in BBMC in Q3 2020 and held it in 12 quarters. The position peaked at $423K in Q1 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

UBS Group reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
UBS Group sold 130 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $14.1K.
UBS Group first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2020 and held it in 12 quarters.
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 Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.