FFA
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Farther Finance Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Farther Finance 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
Q3 		$10.1K Buy
84
+14
+20% +$1.76K ﹤0.01% 4608
2026
Q2 		$8.9K Hold
70
– – ﹤0.01% 4501
2026
Q1 		$7.66K Hold
70
– – ﹤0.01% 4278
2025
Q4 		$7.46K Hold
70
– – ﹤0.01% 4099
2025
Q3 		$7.28K Hold
70
– – ﹤0.01% 3587
2025
Q2 		$6.82K Hold
70
– – ﹤0.01% 3242
2025
Q1 		$6.35K Sell
70
-874
-93% -$84.4K ﹤0.01% 2944
2024
Q4 		$90.8K Buy
944
+556
+143% +$54.8K ﹤0.01% 1347
2024
Q3 		$36.7K Buy
388
+88
+29% +$7.97K ﹤0.01% 1806
2024
Q2 		$26.1K Sell
300
-22
-7% -$1.95K ﹤0.01% 1686
2024
Q1 		$29.6K Buy
322
+46
+17% +$3.97K ﹤0.01% 1371
2023
Q4 		$23.4K Buy
276
+16
+6% +$1.23K ﹤0.01% 1296
2023
Q3 		$19.6K Sell
260
-2
-0.8% -$158 ﹤0.01% 1095
2023
Q2 		$20.8K Buy
262
+1
+0.4% +$75 ﹤0.01% 990
2023
Q1 		$19.7K Buy
+261
New +$20K 0.01% 913

Other funds holding BBMC

PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

Farther Finance Advisors's BBMC Position: Q3 2026 in Review

Farther Finance Advisors increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 20% in Q3 2026, buying an estimated $1.76K and bringing the position to 84 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4608.

Farther Finance Advisors first reported a position in BBMC in Q1 2023 and has held it in 15 quarters since. The position peaked at $90.8K in Q4 2024. 6 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • Farther Finance Advisors held 84 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $10.1K as of Q3 2026.
  • Farther Finance Advisors bought 14 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $1.76K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4608 holding.
  • Farther Finance Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $90.8K in Q4 2024.
  • 6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.