Aptus Capital Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Aptus Capital Advisors’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	$5.09K	Hold	47	–	–	﹤0.01%	1561
2025 Q4	$5.01K	Hold	47	–	–	﹤0.01%	1553
2025 Q3	$4.89K	Hold	47	–	–	﹤0.01%	1486
2025 Q2	$4.54K	Hold	47	–	–	﹤0.01%	1432
2025 Q1	$4.19K	Hold	47	–	–	﹤0.01%	1346
2024 Q4	$4.48K	Hold	47	–	–	﹤0.01%	1343
2024 Q3	$4.44K	Hold	47	–	–	﹤0.01%	1149
2024 Q2	$4.14K	Sell	47 -148	-76%	-$13.1K	﹤0.01%	1086
2024 Q1	$18K	Buy	+195	New	+$16.8K	﹤0.01%	982

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aptus Capital Advisors's BBMC Position: Q1 2026 in Review

Aptus Capital Advisors held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q1 2026 at 47 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Aptus Capital Advisors first reported a position in BBMC in Q1 2024 and has held it in 9 quarters since. The position peaked at $18K in Q1 2024. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

Aptus Capital Advisors held 47 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $5.09K as of Q1 2026.
Aptus Capital Advisors left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1561 holding.
Aptus Capital Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $18K in Q1 2024.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.