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AE Wealth Management’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

AE Wealth Management’s Portfolio BBMC Stock Details BBMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-263
Closed -$28.1K – 2602
2025
Q4 		$28.1K Buy
+263
New +$27.7K ﹤0.01% 1959
2025
Q2 		– Sell
-9
Closed -$811 – 2169
2025
Q1 		$811 Buy
+9
New +$869 ﹤0.01% 2081

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's BBMC Position: Q1 2026 in Review

AE Wealth Management sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2026, closing a stake of 263 shares — an estimated $28.1K sold.

AE Wealth Management first reported a position in BBMC in Q1 2025 and held it in 2 quarters. The position peaked at $28.1K in Q4 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • AE Wealth Management reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 263 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $28.1K.
  • AE Wealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • AE Wealth Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $28.1K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.