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Cornerstone Planning Group’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Cornerstone Planning Group’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
-1,083
Closed -$122K – 1833
2025
Q4 		$122K Buy
+1,083
New +$114K 0.02% 190

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

Cornerstone Planning Group's BBMC Position: Q1 2026 in Review

Cornerstone Planning Group sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2026, closing a stake of 1,083 shares — an estimated $122K sold.

Cornerstone Planning Group first reported a position in BBMC in Q4 2025 and held it in 1 quarter. The position peaked at $122K in Q4 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • Cornerstone Planning Group reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,083 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $122K.
  • Cornerstone Planning Group first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $122K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.