BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +23.1% ·
share flow -6.1% ·
net new positions +18.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — | −1 |
| Q3 2025 | 4 | 0 | 35.06M | $3.65B | — | — |
| Q2 2025 | 1 | 0 | 6.79K | $661,393 | — | — |
| Q1 2025 | 1 | 0 | 7.42K | $668,871 | — | — |
| Q4 2024 | 1 | 0 | 22.29K | $2.14M | — | — |
| Q3 2024 | 1 | +1 | 111.72K | $10.55M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 15.12M | -6.7% | $1.92B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 15.12M | -6.7% | $1.92B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 15.12M | -6.7% | $1.92B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 15.12M | -6.7% | $1.92B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 15.12M | -6.7% | $1.92B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 62.70K | +396.1% | $7.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 62.70K | +396.1% | $7.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 62.02K | +28.0% | $7.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 26.36K | +501.1% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 26.36K | +501.1% | $3.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 19.41K | +52.8% | $2.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 18.62K | +118.0% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 13.78K | -0.6% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 13.78K | -0.6% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 12.09K | -26.6% | $1.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 12.09K | -26.6% | $1.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 12.09K | -26.6% | $1.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 5.26K | New | $668,936 | 0.0% | New | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 3.19K | -48.2% | $405,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 3.19K | -48.2% | $405,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 2.78K | New | $353,350 | 0.0% | New | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 2.78K | New | $353,350 | 0.0% | New | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 1.64K | New | $207,890 | 0.0% | New | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 146 | 0.0% | $18,612 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 140 | New | $17,801 | 0.0% | New | 1 | SEC ↗ |
| 26 | Assetmark, Inc | 140 | 0.0% | $17,801 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 19 | New | $2,416 | 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
| Susquehanna International… | $668,936 | 0.0% |
| Raymond James Financial Inc | $353,350 | 0.0% |
| Raymond James Financial Inc | $353,350 | 0.0% |
| Cetera Investment Advisers | $207,890 | 0.0% |
| Northwestern Mutual Wealth… | $17,801 | 0.0% |
| Fidelity (FMR) | $2,416 | 0.0% |
Exited
| Bank of New York Mellon Corp | $794,665 | was 0.0% |
| UBS Group AG | $14,093 | 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.