BRWA
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B. Riley Wealth Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-3,499
Closed -$315K – 1067
2025
Q1 		$315K Buy
3,499
+614
+21% +$59.3K 0.01% 949
2024
Q4 		$278K Buy
+2,885
New +$284K 0.01% 900

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

B. Riley Wealth Advisors's BBMC Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2025, closing a stake of 3,499 shares — an estimated $315K sold.

B. Riley Wealth Advisors first reported a position in BBMC in Q4 2024 and held it in 2 quarters. The position peaked at $315K in Q1 2025. 41 funds tracked by Wall St. Rank hold BBMC as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,499 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2025, an estimated $315K.
  • B. Riley Wealth Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $315K in Q1 2025.
  • 41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.