EWM
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Elevation Wealth Management’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Elevation Wealth Management’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
Q2 		$621K Sell
4,883
-156
-3% -$18.7K 0.46% 56
2026
Q1 		$546K Sell
5,039
-211
-4% -$23.6K 0.5% 55
2025
Q4 		$560K Buy
+5,250
New +$554K 0.54% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elevation Wealth Management's BBMC Position: Q2 2026 in Review

Elevation Wealth Management reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 3.1% in Q2 2026, selling an estimated $18.7K and leaving 4,883 shares worth $621K. The position accounts for 0.46% of the portfolio, ranked #56.

Elevation Wealth Management first reported a position in BBMC in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

  • Elevation Wealth Management held 4,883 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $621K as of Q2 2026.
  • Elevation Wealth Management sold 156 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $18.7K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.46% of Elevation Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Elevation Wealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.