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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

52 hedge funds and large institutions have $1.72B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

30% more funds holding

Funds holding: 40 → 52 (+12)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

8% less capital invested

Capital invested by funds: $1.86B → $1.72B (-$143M)

9.55% less ownership

Funds ownership: 96.34% → 86.79% (-9.6%)

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
14
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.45M
2
SA
Sanctuary Advisors
Indiana
+$3.37M
3
Jane Street
Jane Street
New York
+$2.19M
4
TGAM
TBH Global Asset Management
Tennessee
+$1.61M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.35M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$195M
2
Goldman Sachs
Goldman Sachs
New York
-$3.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.97M
4
FTUS
Flow Traders U.S.
New York
-$955K
5
Osaic Holdings
Osaic Holdings
Arizona
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$340K -$1.97M -18,644 -85%
GWM
27
Geneos Wealth Management
Colorado
$240K +$12.2K +116 +5%
GVAG
28
Great Valley Advisor Group
Delaware
$207K -$6.54K -62 -3%
TWM
29
Thrive Wealth Management
Pennsylvania
$207K -$28.7K -272 -12%
CPG
30
Cornerstone Planning Group
New Jersey
$122K +$114K +1,083 New
KAS
31
Kestra Advisory Services
Texas
$106K +$105K +995 New
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
AWM
33
AE Wealth Management
Kansas
$28.1K +$27.7K +263 New
AssetMark Inc
34
AssetMark Inc
California
$15.8K -$422 -4 -3%
FW
35
Fairway Wealth
Ohio
$15.2K +$15.1K +143 New
LFA
36
LGT Financial Advisors
Texas
$12.8K +$3.48K +33 +38%
CFD
37
Creative Financial Designs
Indiana
$11.9K – – –
GF
38
GGM Financials
Ohio
$10.2K – – –
FFA
39
Founders Financial Alliance
North Carolina
$9.17K – – –
IIM
40
IFC & Insurance Marketing
California
$8K +$8.12K +77 New
FFA
41
Farther Finance Advisors
California
$7.46K – – –
OP
42
ORG Partners
Indiana
$7.46K – – –
NA
43
NewEdge Advisors
Louisiana
$5.5K +$105 +1 +2%
ACA
44
Aptus Capital Advisors
Alabama
$5.01K – – –
IAIM
45
International Assets Investment Management
Florida
$4.16K +$4.11K +39 New
RF
46
Rossby Financial
Florida
$3.09K – – –
IA
47
IFP Advisors
Florida
$3.09K +$1.48K +14 +93%
GRP
48
Global Retirement Partners
California
$1.71K +$211 +2 +14%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.6K +$1.58K +15 New
WP
50
WealthShield Partners
North Carolina
$1.49K – – –
1
2
3

BBMC Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q4 2025, worth a combined $1.72B — down 7.7% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BBMC positions and 2 closed out — a net gain of 12 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $3.45M. The largest seller was JP Morgan Chase, cutting an estimated $195M.

  • 52 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $1.72B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q4 2025, down 7.7% quarter-over-quarter.
  • 14 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q4 2025 and 2 closed out, a net change of +12 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q4 2025 was Bank of New York Mellon, an estimated $3.45M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q4 2025 was JP Morgan Chase, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2025.