BBMC — JPM BETABUILDERS US MID CAP
As of Q2 2026, 7 SEC-registered investment managers reported holding BBMC (JPM BETABUILDERS US MID CAP) in their latest 13F filings, with a combined reported value of $1.93B across 15.25M shares. That is +21178.4% by share count (+15.18M shares) versus the previous quarter, while reported value moved +24772.9%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 2 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 15.12M | $1.92B | 0.22% | New |
| Bank of America Corp history | 62.70K | $7.97M | 0.00% | Add |
| Citadel Advisors history | 19.41K | $2.47M | 0.00% | Add |
| Goldman Sachs Group history | 18.62K | $2.37M | 0.00% | Add |
| Wells Fargo & Co history | 13.78K | $1.75M | 0.00% | Reduce |
| Morgan Stanley history | 12.09K | $1.54M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 19 | $2.42K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 16.47K | $1.79M | 0.00% | Add |
| Wells Fargo & Co history | 13.86K | $1.50M | 0.00% | Reduce |
| Citadel Advisors history | 12.70K | $1.38M | 0.00% | Add |
| Bank of America Corp history | 12.64K | $1.37M | 0.00% | Add |
| Goldman Sachs Group history | 8.54K | $925.93K | 0.00% | New |
| BNY Mellon history | 7.33K | $794.66K | 0.00% | Reduce |
| UBS Group AG history | 130 | $14.09K | 0.00% | New |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 15.66M | $1.67B | 0.23% | Reduce |
| BNY Mellon history | 32.74K | $3.49M | 0.00% | New |
| Wells Fargo & Co history | 14.15K | $1.51M | 0.00% | Hold |
| Morgan Stanley history | 10.59K | $1.13M | 0.00% | Add |
| Citadel Advisors history | 10.52K | $1.12M | 0.00% | Add |
| Bank of America Corp history | 3.38K | $360.91K | 0.00% | Add |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 17.51M | $1.82B | 0.23% | Reduce |
| Goldman Sachs Group history | 34.64K | $3.60M | 0.00% | Reduce |
| Wells Fargo & Co history | 14.18K | $1.48M | 0.00% | Add |
| Citadel Advisors history | 8.17K | $849.99K | 0.00% | Add |
| Morgan Stanley history | 3.75K | $389.59K | 0.00% | Add |
| Bank of America Corp history | 2.76K | $287.35K | 0.00% | Reduce |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 17.84M | $1.74B | 0.24% | Reduce |
| Goldman Sachs Group history | 40.45K | $3.94M | 0.00% | Add |
| Wells Fargo & Co history | 11.93K | $1.16M | 0.00% | Add |
| Citadel Advisors history | 6.79K | $661.39K | 0.00% | Reduce |
| Bank of America Corp history | 6.72K | $654.96K | 0.00% | Add |
| UBS Group AG history | 3.70K | $360.56K | 0.00% | Reduce |
| Morgan Stanley history | 3.16K | $308.04K | 0.00% | Reduce |
| BNY Mellon history | 2.63K | $255.97K | 0.00% | New |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 18.22M | $1.64B | 0.25% | Add |
| Goldman Sachs Group history | 15.34K | $1.38M | 0.00% | Add |
| Citadel Advisors history | 7.42K | $668.87K | 0.00% | Reduce |
| Bank of America Corp history | 6.50K | $586.23K | 0.00% | Add |
| UBS Group AG history | 4.70K | $423.29K | 0.00% | Add |
| Morgan Stanley history | 4.21K | $379.62K | 0.00% | Reduce |
| Wells Fargo & Co history | 989 | $89.13K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 15.12M sh · $1.92B
- Fidelity Management & Research (FMR) 19 sh · $2.42K
Fully Exited (vs previous quarter)
- BNY Mellon sold 7.33K sh · $794.66K
- UBS Group AG sold 130 sh · $14.09K
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 15.12M | — | 15.66M | 17.51M | 17.84M | 18.22M | 17.38M | 18.11M | 18.24M | 17.48M | 17.86M | 18.60M | 20.44M | 21.08M | 18.07M | 18.64M | 19.23M | 18.15M | 16.84M | 17.71M |
| Bank of America Corp | 62.70K | 12.64K | 3.38K | 2.76K | 6.72K | 6.50K | 1.29K | 806 | 660 | 696 | 693 | 555 | 435 | 418 | 376 | 477 | 477 | 350 | 1.02K | 700 |
| Citadel Advisors | 19.41K | 12.70K | 10.52K | 8.17K | 6.79K | 7.42K | 22.29K | 111.72K | — | 11.14K | — | 15.93K | 17.66K | 54.63K | 11.21K | 17.53K | — | 5.76K | — | 24.53K |
| Goldman Sachs Group | 18.62K | 8.54K | — | 34.64K | 40.45K | 15.34K | 4.58K | 123.50K | 106.86K | — | — | — | — | 17.56K | — | — | — | — | — | — |
| Wells Fargo & Co | 13.78K | 13.86K | 14.15K | 14.18K | 11.93K | 989 | 1.18K | 1.17K | 1.17K | 989 | 750 | 750 | 775 | 25 | — | — | — | — | — | — |
| Morgan Stanley | 12.09K | 16.47K | 10.59K | 3.75K | 3.16K | 4.21K | 111.22K | 28.04K | 26.45K | 21.92K | 20.11K | 40.99K | 14.46K | 13.44K | 13.80K | 12.56K | 13.50K | 28.01K | 80.60K | 56.76K |
| Fidelity Management & Research (FMR) | 19 | — | — | — | — | — | — | — | 15 | — | — | — | — | — | 1 | — | — | — | — | — |
| BNY Mellon | — | 7.33K | 32.74K | — | 2.63K | — | 29.32K | — | — | — | 36.02K | — | — | — | — | — | — | — | — | — |
| UBS Group AG | — | 130 | — | — | 3.70K | 4.70K | 27 | 114 | — | — | 740 | — | — | — | 634 | 73 | 103 | 1.26K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details