Carson Wealth (CWM LLC)’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Carson Wealth (CWM LLC)’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	$78.7K	Buy	726 +455	+168%	+$51K	﹤0.01%	3463
2025 Q4	$29K	Hold	271	–	–	﹤0.01%	3964
2025 Q3	$28K	Hold	271	–	–	﹤0.01%	3917
2025 Q2	$26K	Hold	271	–	–	﹤0.01%	3726
2025 Q1	$24K	Buy	271 +252	+1,326%	+$24.3K	﹤0.01%	3526
2024 Q4	$2K	Buy	+19	New	+$1.87K	﹤0.01%	4498
2024 Q1	–	Sell	-8	Closed	-$1K	–	4315
2023 Q4	$1K	Buy	+8	New	+$614	﹤0.01%	3896
2022 Q2	–	Sell	-9	Closed	-$1K	–	3773
2022 Q1	$1K	Buy	+9	New	+$761	﹤0.01%	3296

Other funds holding BBMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s BBMC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 168% in Q1 2026, buying an estimated $51K and bringing the position to 726 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Carson Wealth (CWM LLC) first reported a position in BBMC in Q1 2022 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

Carson Wealth (CWM LLC) held 726 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $78.7K as of Q1 2026.
Carson Wealth (CWM LLC) bought 455 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $51K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3463 holding.
Carson Wealth (CWM LLC) first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2022 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.