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

EverSource 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
2025 Q3	–	Sell	-14	Closed	-$1.4K	–	4332
2025 Q2	$1.4K	Hold	14	–	–	﹤0.01%	3627
2025 Q1	$1.29K	Hold	14	–	–	﹤0.01%	3132
2024 Q4	$1.38K	Hold	14	–	–	﹤0.01%	2858
2024 Q3	$1.34K	Hold	14	–	–	﹤0.01%	2647
2024 Q2	$1.32K	Hold	14	–	–	﹤0.01%	2671
2024 Q1	$1.22K	Hold	14	–	–	﹤0.01%	2520
2023 Q4	$1.2K	Hold	14	–	–	﹤0.01%	2340
2023 Q3	$1.06K	Hold	14	–	–	﹤0.01%	2180
2023 Q2	$1.11K	Buy	+14	New	+$1.05K	﹤0.01%	2187

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

EverSource Wealth Advisors's BBMC Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2025, closing a stake of 14 shares — an estimated $1.4K sold.

EverSource Wealth Advisors first reported a position in BBMC in Q2 2023 and held it in 9 quarters. The position peaked at $1.4K in Q2 2025. 40 funds tracked by Wall St. Rank hold BBMC as of Q3 2025.

EverSource Wealth Advisors reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 14 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2025, an estimated $1.4K.
EverSource Wealth Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2023 and held it in 9 quarters.
EverSource Wealth Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.4K in Q2 2025.
40 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.