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JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC

49 hedge funds and large institutions have $1.68B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 99.74% → 98.52% (-1.2%)

7% less capital invested

Capital invested by funds: $1.8B → $1.68B (-$122M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

21% less funds holding

Funds holding: 62 → 49 (-13)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
17
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$81.6M
2
FTUS
Flow Traders U.S.
New York
+$3.17M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.18M
4
Jane Street
Jane Street
New York
+$1.7M
5
Goldman Sachs
Goldman Sachs
New York
+$1.04M

Top Sellers

1
LPL Financial
LPL Financial
California
-$25.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$12.3M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
5
Morgan Stanley
Morgan Stanley
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
– -$11.5M -119,831 Closed
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
– -$5.47M -56,872 Closed
Bank of New York Mellon
53
Bank of New York Mellon
New York
– -$2.82M -29,322 Closed
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
– -$2.57M -26,669 Closed
MML Investors Services
55
MML Investors Services
Massachusetts
– -$1.34M -13,932 Closed
PAS
56
Park Avenue Securities
New York
– -$1.24M -12,926 Closed
CW
57
CreativeOne Wealth
Kansas
– -$847K -8,803 Closed
BOC
58
Blue Oak Capital
California
– -$772K -8,021 Closed
MPWT
59
MassMutual Private Wealth & Trust
Connecticut
– -$681K -7,076 Closed
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
– -$459K -4,765 Closed
5W
61
5T Wealth
California
– -$421K -4,374 Closed
WF
62
Wayfinding Financial
Washington
– -$404K -4,202 Closed
OMC
63
Old Mission Capital
Illinois
– -$375K -3,900 Closed
LSPW
64
Lake Street Private Wealth
Illinois
– -$324K -3,371 Closed
LFG
65
Lockerman Financial Group
California
– -$297K -3,087 Closed
IWC
66
Integrated Wealth Concepts
Massachusetts
– -$248K -2,574 Closed
TA
67
TFB Advisors
Kansas
– -$208K -2,159 Closed
GM
68
GeoWealth Management
Illinois
– -$177K -1,840 Closed
CFGS
69
Concourse Financial Group Securities
Alabama
– -$131K -1,293 Closed
PWA
70
Principia Wealth Advisory
Texas
– -$2.6K -27 Closed
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
– -$2.23K -23 Closed
1 2
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BBMC Hedge Fund Activity: Q1 2025 in Review

49 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2025, worth a combined $1.68B — down 6.8% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BBMC and 11 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was JP Morgan Chase, adding an estimated $81.6M. The largest seller was LPL Financial, cutting an estimated $25.7M.

  • 49 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $1.68B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2025 and 22 closed out, a net change of -11 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $81.6M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2025 was LPL Financial, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2025.