JPM BETABUILDERS US MID CAP (BBMC) Institutional Shareholders
JPM BETABUILDERS US MID CAP (BBMC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.98B in BBMC holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of BBMC tracked by InsiderSet, reporting ownership valued at approximately $1.92B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.85B, representing an estimated loss of -3.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed BBMC value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Janney Montgomery Scott Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in JPM BETABUILDERS US MID CAP (BBMC).
This page ranks the largest institutional BBMC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$1.98B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$1.92B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.11% | 15,123,832 | $1,916,498,081 | $1,853,971,582 | -$62,526,499 | -3.26% | |
| Janney Montgomery Scott Llc | 0.04% | 147,191 | $18,715,000 | $18,043,571 | -$671,429 | -3.59% | |
| Bank Of America Corp | 0.00% | 62,701 | $7,972,432 | $7,686,271 | -$286,161 | -3.59% | |
| Lpl Financial Llc | 0.00% | 62,017 | $7,885,465 | $7,602,422 | -$283,043 | -3.59% | |
| Osaic Holdings, Inc. | 0.00% | 26,363 | $3,355,190 | $3,231,737 | -$123,453 | -3.68% | |
| Equitable Holdings, Inc. | 0.02% | 22,807 | $2,899,844 | $2,795,821 | -$104,023 | -3.59% | |
| Flow Traders U.S. Llc | 0.11% | 20,757 | $2,639,000 | $2,544,520 | -$94,480 | -3.58% | |
| Citadel Advisors Llc | 0.00% | 19,405 | $2,467,346 | $2,378,783 | -$88,563 | -3.59% | |
| Goldman Sachs Group Inc | 0.00% | 18,620 | $2,367,533 | $2,282,553 | -$84,980 | -3.59% | |
| Wells Fargo & Company/Mn | 0.00% | 13,780 | $1,752,069 | $1,689,236 | -$62,833 | -3.59% | |
| Act Advisors, Llc. | 0.54% | 12,870 | $1,636,374 | $1,577,683 | -$58,691 | -3.59% | |
| Morgan Stanley | 0.00% | 12,093 | $1,537,690 | $1,482,434 | -$55,256 | -3.59% | |
| Iag Wealth Partners, Llc | 0.10% | 8,144 | $1,035,514 | $998,341 | -$37,173 | -3.59% | |
| Gradient Investments Llc | 0.01% | 7,162 | $910,648 | $877,962 | -$32,686 | -3.59% | |
| Mgo One Seven Llc | 0.01% | 5,963 | $758,195 | $730,981 | -$27,214 | -3.59% | |
| Susquehanna International Group, Llp | 0.00% | 5,261 | $668,936 | $644,925 | -$24,011 | -3.59% | |
| Triad Wealth Partners, Llc | 0.04% | 5,158 | $647,833 | $632,299 | -$15,534 | -2.40% | |
| Elevation Wealth Management Llc | 0.46% | 4,883 | $620,868 | $598,588 | -$22,280 | -3.59% | |
| Archer Investment Corp | 0.11% | 4,578 | $582,093 | $561,199 | -$20,894 | -3.59% | |
| Mn Wealth Advisors, Llc | 0.20% | 3,629 | $461,528 | $444,865 | -$16,663 | -3.61% | |
| Merited Wealth, Llc | 0.30% | 3,319 | $422,011 | $406,863 | -$15,148 | -3.59% | |
| Private Advisor Group, Llc | 0.00% | 3,312 | $421,179 | $406,005 | -$15,174 | -3.60% | |
| Ascent Group, Llc | 0.01% | 3,236 | $411,457 | $396,689 | -$14,768 | -3.59% | |
| Sutton Place Investors Llc | 0.20% | 3,220 | $409,423 | $394,727 | -$14,696 | -3.59% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,205 | $407,516 | $392,888 | -$14,628 | -3.59% | |
| Royal Bank Of Canada | 0.00% | 3,186 | $405,000 | $390,559 | -$14,441 | -3.57% | |
| Raymond James Financial Inc | 0.00% | 2,779 | $353,350 | $340,667 | -$12,683 | -3.59% | |
| Great Valley Advisor Group, Inc. | 0.01% | 2,496 | $316,800 | $305,975 | -$10,825 | -3.42% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 3,499 | $315,333 | $428,929 | +$113,596 | +36.02% | |
| Thrive Wealth Management, Llc | 0.04% | 2,281 | $290,029 | $279,619 | -$10,410 | -3.59% | |
| Cetera Investment Advisers | 0.00% | 1,635 | $207,890 | $200,428 | -$7,462 | -3.59% | |
| Ep Wealth Advisors, Llc | 0.00% | 865 | $109,985 | $106,037 | -$3,948 | -3.59% | |
| Cwm, Llc | 0.00% | 726 | $78,706 | $88,998 | +$10,292 | +13.08% | |
| Geneos Wealth Management Inc. | 0.00% | 613 | $77,943 | $75,145 | -$2,798 | -3.59% | |
| Us Bancorp \De\ | 0.00% | 146 | $18,612 | $17,898 | -$714 | -3.84% | |
| Assetmark, Inc | 0.00% | 140 | $17,801 | $17,162 | -$639 | -3.59% | |
| Lgt Financial Advisors Llc | 0.08% | 118 | $15,059 | $14,465 | -$594 | -3.94% | |
| Ggm Financial Llc | 0.01% | 118 | $14,951 | $14,465 | -$486 | -3.25% | |
| Farther Finance Advisors, Llc | 0.00% | 70 | $8,901 | $8,581 | -$320 | -3.59% | |
| Founders Financial Alliance, Llc | 0.00% | 66 | $8,392 | $8,091 | -$301 | -3.59% | |
| Newedge Advisors, Llc | 0.00% | 52 | $6,586 | $6,374 | -$212 | -3.21% | |
| Aptus Capital Advisors, Llc | 0.00% | 47 | $5,976 | $5,762 | -$214 | -3.59% | |
| International Assets Investment Management, Llc | 0.00% | 39 | $4,946 | $4,781 | -$165 | -3.34% | |
| Rossby Financial, Lcc | 0.00% | 29 | $3,687 | $3,555 | -$132 | -3.58% | |
| Ifp Advisors, Inc | 0.00% | 23 | $2,924 | $2,819 | -$105 | -3.57% | |
| Fmr Llc | 0.00% | 19 | $2,416 | $2,329 | -$87 | -3.60% | |
| Angeles Wealth Management, Llc | 0.00% | 14 | $1,780 | $1,716 | -$64 | -3.58% | |
| Spire Wealth Management | 0.00% | 13 | $1,653 | $1,594 | -$59 | -3.59% |
Frequently asked questions about BBMC
Who owns the most BBMC stock?
The largest holders of BBMC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPM BETABUILDERS US MID CAP (BBMC).
Is BBMC widely held by superinvestors?
Many widely followed stocks like BBMC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BBMC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.