Global Retirement Partners’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Global Retirement Partners’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 Q4	$1.71K	Buy	16 +2	+14%	+$211	﹤0.01%	3769
2025 Q3	$1.46K	Hold	14	–	–	﹤0.01%	3417
2025 Q2	$1.36K	Buy	+14	New	+$1.28K	﹤0.01%	3363
2024 Q4	$49.7K	Buy	516 +472	+1,073%	+$46.5K	﹤0.01%	1618
2024 Q3	$4.16K	Hold	44	–	–	﹤0.01%	2650
2024 Q2	$3.87K	Hold	44	–	–	﹤0.01%	2722
2024 Q1	$4.07K	Buy	44 +14	+47%	+$1.21K	﹤0.01%	2481
2023 Q4	$2.46K	Buy	30 +2	+7%	+$154	﹤0.01%	2595
2023 Q3	$2.06K	Hold	28	–	–	﹤0.01%	2531
2023 Q2	$2.22K	Buy	28 +7	+33%	+$525	﹤0.01%	2513
2023 Q1	$1.54K	Hold	21	–	–	﹤0.01%	2584
2022 Q4	$1.52K	Buy	21 +1	+5%	+$73	﹤0.01%	2455
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	2383
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	2353
2022 Q1	$1K	Buy	+20	New	+$1.69K	﹤0.01%	2315

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's BBMC Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 14% in Q4 2025, buying an estimated $211 and bringing the position to 16 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

Global Retirement Partners first reported a position in BBMC in Q1 2022 and has held it in 15 quarters since. The position peaked at $49.7K in Q4 2024. 52 funds tracked by Wall St. Rank hold BBMC as of Q4 2025.

Global Retirement Partners held 16 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $1.71K as of Q4 2025.
Global Retirement Partners bought 2 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q4 2025, an estimated $211.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3769 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $49.7K in Q4 2024.
52 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.