JPM BETABUILDERS US MID CAP (BBMC) Institutional Ownership Changes & 13F Activity
JPM BETABUILDERS US MID CAP (BBMC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Bank Of America Corp, Osaic Holdings, Inc., Lpl Financial Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,705 | +52.8% | 19,405 | $2.47M | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Buy | +62 | +1.4% | 4,578 | $582.09K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +1,943 | +9.3% | 22,807 | $2.90M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +50,061 | +396.1% | 62,701 | $7.97M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +21,977 | +501.1% | 26,363 | $3.36M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +10,079 | +118.0% | 18,620 | $2.37M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +5,261 | — | 5,261 | $668.94K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,963 | -48.2% | 3,186 | $405.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +2,779 | — | 2,779 | $353.35K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +936 | +4.7% | 20,757 | $2.64M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -80 | -0.6% | 13,780 | $1.75M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -4,377 | -26.6% | 12,093 | $1.54M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +19 | — | 19 | $2.42K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -19 | -0.6% | 3,205 | $407.52K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +15,123,832 | — | 15,123,832 | $1.92B | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,635 | — | 1,635 | $207.89K | Q2 2026 | Aug 12, 2026 |
| Ep Wealth Advisors, Llc | Buy | +865 | — | 865 | $109.98K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +52 | — | 52 | $6.59K | Q2 2026 | Aug 12, 2026 |
| Triad Wealth Partners, Llc | Sell | -132 | -2.5% | 5,158 | $647.83K | Q2 2026 | Aug 10, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +3 | +0.1% | 2,496 | $316.80K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +13,569 | +28.0% | 62,017 | $7.89M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Sell | -1,483 | -70.8% | 613 | $77.94K | Q2 2026 | Aug 06, 2026 |
| Iag Wealth Partners, Llc | Sell | -224 | -2.7% | 8,144 | $1.04M | Q2 2026 | Aug 06, 2026 |
| Sutton Place Investors Llc | Sell | -94 | -2.8% | 3,220 | $409.42K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Sell | -6,887 | -4.5% | 147,191 | $18.71M | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, Llc | Sell | -20 | -23.3% | 66 | $8.39K | Q2 2026 | Aug 04, 2026 |
| Ascent Group, Llc | Sell | -133 | -3.9% | 3,236 | $411.46K | Q2 2026 | Aug 03, 2026 |
| Mgo One Seven Llc | Sell | -16 | -0.3% | 5,963 | $758.20K | Q2 2026 | Jul 31, 2026 |
| Elevation Wealth Management Llc | Sell | -156 | -3.1% | 4,883 | $620.87K | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, Llc | Sell | -771 | -18.9% | 3,312 | $421.18K | Q2 2026 | Jul 27, 2026 |
Frequently asked questions about BBMC activity
Which institutional owners are buying BBMC?
Institutional owners buying BBMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBMC activity?
"Buy" means an investor increased their reported position in BBMC compared to the prior reporting period. This reflects growing exposure to JPM BETABUILDERS US MID CAP (BBMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBMC increasing?
Institutional interest in BBMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.