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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farther Finance Advisors's BBMC Position: Q1 2026 in Review

Farther Finance Advisors held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q1 2026 at 70 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4278.

Farther Finance Advisors first reported a position in BBMC in Q1 2023 and has held it in 13 quarters since. The position peaked at $90.8K in Q4 2024. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • Farther Finance Advisors held 70 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $7.66K as of Q1 2026.
  • Farther Finance Advisors left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #4278 holding.
  • Farther Finance Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $90.8K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.