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

Fairway Wealth’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	-143	Closed	-$15.2K	–	201
2025 Q4	$15.2K	Buy	+143	New	+$15.1K	﹤0.01%	129

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

Fairway Wealth's BBMC Position: Q1 2026 in Review

Fairway Wealth sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2026, closing a stake of 143 shares — an estimated $15.2K sold.

Fairway Wealth first reported a position in BBMC in Q4 2025 and held it in 1 quarter. The position peaked at $15.2K in Q4 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

Fairway Wealth reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Fairway Wealth sold 143 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $15.2K.
Fairway Wealth first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and held it in 1 quarter.
Fairway Wealth's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $15.2K in Q4 2025.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.