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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

50 hedge funds and large institutions have $1.75B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.57% more ownership

Funds ownership: 86.79% → 97.37% (+11%)

2% more capital invested

Capital invested by funds: $1.72B → $1.75B (+$26.4M)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

4% less funds holding

Funds holding: 52 → 50 (-2)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$61.6M
2
EH
Equitable Holdings
New York
+$2.34M
3
LPL Financial
LPL Financial
California
+$2.19M
4
Bank of America
Bank of America
North Carolina
+$1.04M
5
Goldman Sachs
Goldman Sachs
New York
+$957K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.85M
2
SA
Sanctuary Advisors
Indiana
-$2.85M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.32M
4
Jane Street
Jane Street
New York
-$2.21M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
26
Sutton Place Investors
New York
$359K -$34.6K -309 -9%
SPIA
27
Steward Partners Investment Advisory
New York
$350K -$17.6K -157 -5%
GVAG
28
Great Valley Advisor Group
Delaware
$270K +$61K +544 +28%
TWM
29
Thrive Wealth Management
Pennsylvania
$247K +$37.9K +338 +17%
GWM
30
Geneos Wealth Management
Colorado
$227K -$17.5K -156 -7%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$78.7K +$51K +455 +168%
US Bancorp
32
US Bancorp
Minnesota
$15.8K +$16.4K +146 New
AssetMark Inc
33
AssetMark Inc
California
$15.2K -$896 -8 -5%
UBS Group
34
UBS Group
Switzerland
$14.1K +$14.6K +130 New
GF
35
GGM Financials
Ohio
$12.7K +$2.35K +21 +22%
LFA
36
LGT Financial Advisors
Texas
$11.7K -$1.34K -12 -10%
FFA
37
Founders Financial Alliance
North Carolina
$9.32K – – –
FFA
38
Farther Finance Advisors
California
$7.66K – – –
GSEP
39
Golden State Equity Partners
California
$6.83K +$7.06K +63 New
NA
40
NewEdge Advisors
Louisiana
$5.6K – – –
ACA
41
Aptus Capital Advisors
Alabama
$5.09K – – –
IAIM
42
International Assets Investment Management
Florida
$4.27K – – –
ASN
43
Advisory Services Network
Georgia
$4.17K +$4.26K +38 New
RF
44
Rossby Financial
Florida
$3.17K – – –
IA
45
IFP Advisors
Florida
$2.6K -$560 -5 -17%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.63K – – –
WP
47
WealthShield Partners
North Carolina
$1.52K – – –
SWM
48
Spire Wealth Management
Virginia
$1.52K +$448 +4 +40%
AWM
49
Angeles Wealth Management
California
$1.52K +$1.57K +14 New
SIS
50
Sound Income Strategies
Florida
$657 – – –
1
2
3

BBMC Hedge Fund Activity: Q1 2026 in Review

50 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2026, worth a combined $1.75B — up 1.5% from $1.72B a quarter earlier.

Fund positioning in BBMC was balanced in Q1 2026: 9 funds opened new positions, 9 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $61.6M. The largest seller was Bank of New York Mellon, cutting an estimated $2.85M.

  • 50 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2026, down from 52 in Q4 2025.
  • Funds reported $1.75B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 9 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2026 and 9 closed out, a net change of 0 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $61.6M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2026 was Bank of New York Mellon, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2026.