BBMC β€” JPM BETABUILDERS US MID CAP

Ownership history in JPMORGAN CHASE & CO  Β·  22 quarters on record

AI Ownership Summary

JPMORGAN CHASE & CO reported JPM BETABUILDERS US MID CAP (BBMC) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.15% in 2023 Q4. The latest visible filing shows BBMC at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPMORGAN CHASE & CO's position in JPM BETABUILDERS US MID CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BBMC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPMORGAN CHASE & CO held BBMC β€” position size vs. price
% of Fund (quarterly)    BBMC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,660,497 -1,848,334 -10.6% 0.10% $1.67B 2026-02-14 (Est.) $114.42
2025 Q3 REDUCED 17,508,831 -330,388 -1.9% 0.11% $1.82B 2025-11-07 $103.55
2025 Q2 REDUCED 17,839,219 -381,975 -2.1% 0.11% $1.74B 2025-08-12 $99.94
2025 Q1 ADDED 18,221,194 +845,276 +4.9% 0.12% $1.64B 2025-05-12 $93.38
2024 Q4 REDUCED 17,375,918 -733,729 -4.1% 0.12% $1.67B 2025-02-12 $97.75
2024 Q3 REDUCED 18,109,647 -126,209 -0.7% 0.13% $1.71B 2024-11-08 $99.18
2024 Q2 ADDED 18,235,856 +752,133 +4.3% 0.13% $1.61B 2024-08-12 $84.90
2024 Q1 REDUCED 17,483,723 -376,096 -2.1% 0.14% $1.62B 2024-05-10 $87.34
2023 Q4 REDUCED 17,859,819 -740,604 -4.0% 0.15% $1.51B 2024-02-12 $84.42
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About JPMORGAN CHASE & CO and BBMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPMORGAN CHASE & CO reported owning BBMC?

JPMORGAN CHASE & CO reported BBMC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BBMC position in JPMORGAN CHASE & CO's portfolio?

The largest reported portfolio weight for BBMC was 0.15% in 2023 Q4.

What is the latest reported BBMC position on this page?

The most recent filing on this page is 2025 Q4, when JPMORGAN CHASE & CO reported 15,660,497 shares, equal to 0.10% of portfolio, with an estimated market value of $1.67B.

What does the chart on this BBMC ownership page compare?

The chart compares JPMORGAN CHASE & CO's quarterly BBMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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