BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +3.3% ·
net new positions +7.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | +3 | 15.35M | $1.95B | +5 | −2 |
| Q1 2026 | 14 | +1 | 16.34M | $1.72B | +3 | −2 |
| Q4 2025 | 13 | -1 | 15.83M | $1.69B | n/a | −1 |
| Q3 2025 | 4 | 0 | 35.06M | $3.65B | n/a | n/a |
| Q2 2025 | 1 | 0 | 6.79K | $661,393 | n/a | n/a |
| Q1 2025 | 1 | 0 | 7.42K | $668,871 | n/a | n/a |
| Q4 2024 | 1 | 0 | 22.29K | $2.14M | n/a | n/a |
| Q3 2024 | 1 | +1 | 111.72K | $10.55M | +1 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 16.21M | +3.5% | $1.70B | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 48.45K | +67.5% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 16.47K | +55.5% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 13.86K | -2.0% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 12.70K | +20.7% | $1.38M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 12.64K | +273.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 8.54K | New | $925,930 | 0.0% | New | 1 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 7.33K | -77.6% | $794,665 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 6.15K | +92.8% | $667,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 4.39K | -82.5% | $475,500 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Cwm, Llc | 726 | +167.9% | $78,706 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Us Bancorp \De\ | 146 | New | $15,828 | 0.0% | New | 1 | SEC ↗ |
| 13 | Assetmark, Inc | 140 | -5.4% | $15,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 130 | New | $14,093 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $925,930 | 0.0% |
| Us Bancorp \De\ | $15,828 | 0.0% |
| UBS Group AG | $14,093 | 0.0% |
Exited
| Jane Street Group, Llc | $2.21M | was 0.0% |
| Susquehanna International… | $1.73M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 414.58K shares, $26.07M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.