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Founders Financial Alliance’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Founders Financial Alliance’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 		$8.39K Sell
66
-20
-23% -$2.4K ﹤0.01% 701
2026
Q1 		$9.32K Hold
86
– – ﹤0.01% 641
2025
Q4 		$9.17K Hold
86
– – ﹤0.01% 514
2025
Q3 		$8.94K Buy
+86
New +$8.75K ﹤0.01% 618

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's BBMC Position: Q2 2026 in Review

Founders Financial Alliance reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 23% in Q2 2026, selling an estimated $2.4K and leaving 66 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Founders Financial Alliance first reported a position in BBMC in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.32K in Q1 2026. 50 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

  • Founders Financial Alliance held 66 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $8.39K as of Q2 2026.
  • Founders Financial Alliance sold 20 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $2.4K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #701 holding.
  • Founders Financial Alliance first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Founders Financial Alliance's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $9.32K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.