BBMC Institutional Ownership & Shareholders
JPM BETABUILDERS US MID CAP (BBMC) is currently held by 46 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.98B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.86B, representing an estimated loss of -3.02% 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
46
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
65
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 | $1,858,567,714 | -$57,930,367 | -3.02% | |
| Janney Montgomery Scott Llc | 0.04% | 147,191 | $18,715,000 | $18,088,302 | -$626,698 | -3.35% | |
| Bank Of America Corp | 0.00% | 62,701 | $7,972,432 | $7,705,326 | -$267,106 | -3.35% | |
| Lpl Financial Llc | 0.00% | 62,017 | $7,885,465 | $7,621,269 | -$264,196 | -3.35% | |
| Osaic Holdings, Inc. | 0.00% | 26,363 | $3,355,190 | $3,239,749 | -$115,441 | -3.44% | |
| Equitable Holdings, Inc. | 0.02% | 22,807 | $2,899,844 | $2,802,752 | -$97,092 | -3.35% | |
| Flow Traders U.S. Llc | 0.11% | 20,757 | $2,639,000 | $2,550,828 | -$88,172 | -3.34% | |
| Citadel Advisors Llc | 0.00% | 19,405 | $2,467,346 | $2,384,680 | -$82,666 | -3.35% | |
| Goldman Sachs Group Inc | 0.00% | 18,620 | $2,367,533 | $2,288,212 | -$79,321 | -3.35% | |
| Wells Fargo & Company/Mn | 0.00% | 13,780 | $1,752,069 | $1,693,424 | -$58,645 | -3.35% | |
| Morgan Stanley | 0.00% | 12,093 | $1,537,690 | $1,486,109 | -$51,581 | -3.35% | |
| Act Advisors, Llc. | 0.47% | 12,033 | $1,448,837 | $1,478,735 | +$29,898 | +2.06% | |
| Iag Wealth Partners, Llc | 0.10% | 8,144 | $1,035,514 | $1,000,816 | -$34,698 | -3.35% | |
| Gradient Investments Llc | 0.01% | 5,809 | $699,516 | $713,868 | +$14,352 | +2.05% | |
| Susquehanna International Group, Llp | 0.00% | 5,261 | $668,936 | $646,524 | -$22,412 | -3.35% | |
| Elevation Wealth Management Llc | 0.46% | 4,883 | $620,868 | $600,072 | -$20,796 | -3.35% | |
| Archer Investment Corp | 0.11% | 4,578 | $582,093 | $562,590 | -$19,503 | -3.35% | |
| Triad Wealth Partners, Llc | 0.03% | 3,920 | $472,009 | $481,729 | +$9,720 | +2.06% | |
| Private Advisor Group, Llc | 0.00% | 3,312 | $421,179 | $407,012 | -$14,167 | -3.36% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,205 | $407,516 | $393,862 | -$13,654 | -3.35% | |
| Royal Bank Of Canada | 0.00% | 3,186 | $405,000 | $391,528 | -$13,472 | -3.33% | |
| Mn Wealth Advisors, Llc | 0.16% | 3,344 | $402,749 | $410,944 | +$8,195 | +2.03% | |
| Sutton Place Investors Llc | 0.19% | 3,340 | $402,169 | $410,453 | +$8,284 | +2.06% | |
| Ascent Group, Llc | 0.01% | 3,136 | $377,606 | $385,383 | +$7,777 | +2.06% | |
| Merited Wealth, Llc | 0.25% | 2,937 | $353,644 | $360,928 | +$7,284 | +2.06% | |
| Raymond James Financial Inc | 0.00% | 2,779 | $353,350 | $341,511 | -$11,839 | -3.35% | |
| Great Valley Advisor Group, Inc. | 0.01% | 2,496 | $316,800 | $306,733 | -$10,067 | -3.18% | |
| Thrive Wealth Management, Llc | 0.04% | 2,508 | $301,988 | $308,208 | +$6,220 | +2.06% | |
| Windsor Capital Management, Llc | 0.07% | 2,199 | $264,782 | $270,235 | +$5,453 | +2.06% | |
| Cetera Investment Advisers | 0.00% | 1,635 | $207,890 | $200,925 | -$6,965 | -3.35% | |
| Ep Wealth Advisors, Llc | 0.00% | 865 | $109,985 | $106,300 | -$3,685 | -3.35% | |
| Cwm, Llc | 0.00% | 726 | $78,706 | $89,218 | +$10,512 | +13.36% | |
| Geneos Wealth Management Inc. | 0.00% | 613 | $77,943 | $75,332 | -$2,611 | -3.35% | |
| Ifp Advisors, Inc | 0.00% | 182 | $21,915 | $22,366 | +$451 | +2.06% | |
| Us Bancorp \De\ | 0.00% | 146 | $18,612 | $17,942 | -$670 | -3.60% | |
| Assetmark, Inc | 0.00% | 146 | $17,580 | $17,942 | +$362 | +2.06% | |
| Lgt Financial Advisors Llc | 0.08% | 118 | $15,059 | $14,501 | -$558 | -3.71% | |
| Ggm Financial Llc | 0.01% | 118 | $14,951 | $14,501 | -$450 | -3.01% | |
| Farther Finance Advisors, Llc | 0.00% | 84 | $10,114 | $10,323 | +$209 | +2.06% | |
| Founders Financial Alliance, Llc | 0.00% | 66 | $8,392 | $8,111 | -$281 | -3.35% | |
| Newedge Advisors, Llc | 0.00% | 52 | $6,586 | $6,390 | -$196 | -2.97% | |
| Aptus Capital Advisors, Llc | 0.00% | 47 | $5,976 | $5,776 | -$200 | -3.35% | |
| Rossby Financial, Lcc | 0.00% | 29 | $3,687 | $3,564 | -$123 | -3.34% | |
| Fmr Llc | 0.00% | 19 | $2,416 | $2,335 | -$81 | -3.36% | |
| Angeles Wealth Management, Llc | 0.00% | 14 | $1,686 | $1,720 | +$34 | +2.04% | |
| Spire Wealth Management | 0.00% | 13 | $1,565 | $1,598 | +$33 | +2.08% |
Frequently asked questions about BBMC
Who are the largest institutional holders of BBMC?
The largest institutional holders of BBMC reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Janney Montgomery Scott Llc, Bank Of America Corp, Lpl Financial Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported BBMC position.
What is BBMC institutional ownership?
This page tracks BBMC positions reported by institutional investment managers through SEC Form 13F. JPM BETABUILDERS US MID CAP (BBMC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BBMC?
InsiderSet currently tracks 46 institutional managers reporting BBMC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BBMC shareholders.
How much BBMC stock do institutions own?
Institutional investment managers disclosed approximately $1.98B in BBMC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BBMC institutional ownership last updated?
The latest BBMC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BBMC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BBMC position after the reporting date.
Are institutions buying or selling BBMC?
Institutional buying and selling can be analyzed by comparing BBMC positions across consecutive 13F reporting periods. InsiderSet's BBMC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BBMC ownership changes.
How has BBMC institutional ownership changed over time?
InsiderSet tracks BBMC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.