EP Wealth Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

EP 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
2026 Q2	$110K	Buy	+865	New	+$104K	﹤0.01%	1651

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

EP Wealth Advisors's BBMC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026: 865 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings.

49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

EP Wealth Advisors held 865 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $110K as of Q2 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF was a new EP Wealth Advisors position in Q2 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1651 holding.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.