Creative Financial Designs’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Creative Financial Designs’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	-111	Closed	-$11.9K	–	2168
2025 Q4	$11.9K	Hold	111	–	–	﹤0.01%	1320
2025 Q3	$11.5K	Buy	111 +1	+0.9%	+$102	﹤0.01%	1325
2025 Q2	$10.8K	Hold	110	–	–	﹤0.01%	1322
2025 Q1	$9.93K	Hold	110	–	–	﹤0.01%	1305
2024 Q4	$10.6K	Buy	110 +1	+0.9%	+$99	﹤0.01%	1235
2024 Q3	$10.3K	Buy	+109	New	+$9.87K	﹤0.01%	1195

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

Creative Financial Designs's BBMC Position: Q1 2026 in Review

Creative Financial Designs sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2026, closing a stake of 111 shares — an estimated $11.9K sold.

Creative Financial Designs first reported a position in BBMC in Q3 2024 and held it in 6 quarters. The position peaked at $11.9K in Q4 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

Creative Financial Designs reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 111 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $11.9K.
Creative Financial Designs first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2024 and held it in 6 quarters.
Creative Financial Designs's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $11.9K in Q4 2025.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.