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
2024 Q4	$278K	Buy	+2,885	New	+$284K	0.01%	900

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's BBMC Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q4 2024: 2,885 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #900 among its holdings.

62 funds tracked by Wall St. Rank hold BBMC as of Q4 2024.

B. Riley Wealth Advisors held 2,885 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $278K as of Q4 2024.
JPMorgan BetaBuilders US Mid Cap Equity ETF was a new B. Riley Wealth Advisors position in Q4 2024.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #900 holding.
62 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.