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
2026 Q2	$2.16K	Buy	+17	New	+$2.04K	﹤0.01%	3988
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 $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's BBMC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026: 17 shares worth $2.16K. The stake represents ﹤0.01% of the portfolio and ranks #3988 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBMC as recently as Q4 2025.

Global Retirement Partners first reported a position in BBMC in Q1 2022 and has held it in 16 quarters since. The position peaked at $49.7K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

Global Retirement Partners held 17 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $2.16K as of Q2 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3988 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $49.7K in Q4 2024.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.