JPMorgan BetaBuilders U.S. Mid Cap Equity

BBMC • ARCA

JPMorgan BetaBuilders U.S. Mid Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 39 institutional investors hold shares in this ETF, with total holdings valued at $1.9B. JPMORGAN CHASE & CO is the largest holder with a position valued at $1.8B.

Overview

Overview of institutional ownership in BBMC as of Q3 2025

All Institutions

Institutions: 39
Value Held: $1.9B
Shares Held: 17.9M
Avg Position: $47.8M
Median Position: $287.4K

Hedge Funds

Hedge Funds: 1
Value Held: $850.0K
Shares Held: 8.2K
Avg Position: $850.0K
Median Position: $850.0K

Biggest Investors

Institutions with the largest positions in BBMC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.8B 0.12% of portfolio	17.5M shares	Q3 2020 Held for 5y 2m	$1.56T
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$18.0M 0.04% of portfolio	172.7K shares	Q3 2022 Held for 3y 2m	$40.0B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$3.6M 0.00% of portfolio	34.6K shares	Q2 2024 Held for 1y 5m	$691.34B
F FLOW TRADERS U.S. LLC Institution	-	$3.1M 0.15% of portfolio	29.4K shares	Q4 2023 Held for 1y 11m	$2.1B
A Advisor Group Holdings, Inc. Institution	-	$3.0M 0.00% of portfolio	28.6K shares	Q1 2021 Held for 4y 8m	$71.0B
L LPL Financial LLC Institution	-	$2.9M 0.00% of portfolio	28.3K shares	Q4 2021 Held for 3y 11m	$340.07B
R ROYAL BANK OF CANADA Institution	-	$2.3M 0.00% of portfolio	21.8K shares	Q4 2020 Held for 4y 11m	$542.04B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$1.5M 0.00% of portfolio	14.2K shares	Q1 2023 Held for 2y 8m	$488.50B
ACT Advisors, LLC. RIA/Wealth	Roger Wesley Johnson Managing Partner	$1.5M 0.60% of portfolio	14.2K shares	Q3 2023 Held for 2y 2m	$247.1M
Gradient Investments LLC RIA/Wealth	Michael Arthur Binger President	$1.0M 0.02% of portfolio	9.7K shares	Q2 2025 Held for 5 months	$5.7B

Net Capital Flow

Institutional buying and selling activity for BBMC in Q3 2025

Traded: −$34.5M
Buyers: 17
Sellers: 17
Total Bought: +$4.1M
Total Sold: −$38.7M
Avg Position: $42.4M

Biggest Buyers

Institution	Net Bought	Current Position
R ROYAL BANK OF CANADA Institution	+$2.0M +19.3K shares	$2.3M 21.8K shares
F FLOW TRADERS U.S. LLC Institution	+$1.0M +9.8K shares	$3.1M 29.4K shares
WELLS FARGO & COMPANY/MN Institution	+$234.4K +2.3K shares	$1.5M 14.2K shares
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	+$209.1K +2.0K shares	$209.1K 2.0K shares
L LPL Financial LLC Institution	+$198.0K +1.9K shares	$2.9M 28.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$144.1K +1.4K shares	$850.0K 8.2K shares
We Are One Seven, LLC RIA/Wealth	+$103.3K +993.0 shares	$708.4K 6.8K shares
MORGAN STANLEY RIA/Wealth	+$60.9K +586.0 shares	$389.6K 3.7K shares
Geneos Wealth Management Inc. RIA/Wealth	+$52.6K +506.0 shares	$222.1K 2.1K shares
A Ascent Group, LLC Institution	+$37.9K +364.0 shares	$329.8K 3.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$34.4M −330.4K shares	$1.8B 17.5M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.5M −14.7K shares	$361.1K 3.5K shares
GOLDMAN SACHS GROUP INC Institution	−$603.5K −5.8K shares	$3.6M 34.6K shares
A Advisor Group Holdings, Inc. Institution	−$576.1K −5.5K shares	$3.0M 28.6K shares
BANK OF AMERICA CORP /DE/ Institution	−$411.6K −4.0K shares	$287.4K 2.8K shares
UBS Group AG Institution	−$360.6K −3.7K shares	Sold Off 0 shares
Bank of New York Mellon Corp Institution	−$256.0K −2.6K shares	Sold Off 0 shares
Janney Montgomery Scott LLC RIA/Wealth	−$226.6K −2.2K shares	$18.0M 172.7K shares
Gradient Investments LLC RIA/Wealth	−$192.2K −1.8K shares	$1.0M 9.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$144.2K −1.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBMC in Q3 2025

New Positions: 4
New Value: $235.3K
Exited Positions: 5
Exited Value: $762.8K

New Positions

Institution	Position Value
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	$209.1K 2.0K shares
GGM Financials LLC RIA/Wealth	$9.9K 96.0 shares
Founders Financial Alliance, LLC RIA/Wealth	$8.9K 86.0 shares
ORG Partners LLC RIA/Wealth	$7.3K 70.0 shares

Exited Positions

Institution	Previous Position
UBS Group AG Institution	$360.6K 3.7K shares
Bank of New York Mellon Corp Institution	$256.0K 2.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$144.2K 1.5K shares
E EverSource Wealth Advisors, LLC RIA/Wealth	$1.4K 14.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	$682.0 7.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BBMC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBMC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ACT Advisors, LLC. RIA/Wealth	Roger Wesley Johnson Managing Partner	0.60% $1.5M	14.2K shares	Q3 2023 Held for 2y 2m	$247.1M
M MN Wealth Advisors, LLC RIA/Wealth	Anthony Richard Moeller CCO	0.22% $388.3K	3.7K shares	Q4 2023 Held for 1y 11m	$175.6M
S SUTTON PLACE INVESTORS LLC Institution	-	0.22% $374.9K	3.6K shares	Q1 2024 Held for 1y 8m	$174.4M
F FLOW TRADERS U.S. LLC Institution	-	0.15% $3.1M	29.4K shares	Q4 2023 Held for 1y 11m	$2.1B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	0.12% $1.8B	17.5M shares	Q3 2020 Held for 5y 2m	$1.56T
IAG Wealth Partners, LLC RIA/Wealth	Lori Ann Watt President	0.11% $951.5K	9.1K shares	Q1 2023 Held for 2y 8m	$832.4M
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	0.04% $18.0M	172.7K shares	Q3 2022 Held for 3y 2m	$40.0B
Thrive Wealth Management, LLC RIA/Wealth	Michael Anthony Ptaszenski Managing Partner	0.03% $230.4K	2.2K shares	Q2 2025 Held for 5 months	$661.6M
LGT Financial Advisors LLC RIA/Wealth	John Eric Bullman CIO	0.02% $9.0K	87.0 shares	Q2 2023 Held for 2y 5m	$45.5M
Gradient Investments LLC RIA/Wealth	Michael Arthur Binger President	0.02% $1.0M	9.7K shares	Q2 2025 Held for 5 months	$5.7B

Hedge Fund Spotlight

Discover hedge funds investing in BBMC

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in JPMorgan BetaBuilders U.S. Mid Cap Equity

Market Value: $850.0K
Shares Held: 8.2K
Portfolio Weight: 0.00%
Owned Since: 2020-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%