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Gradient Investments’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Gradient Investments’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 		$700K Sell
5,809
-1,353
-19% -$170K 0.01% 351
2026
Q2 		$911K Sell
7,162
-1,413
-16% -$170K 0.01% 329
2026
Q1 		$930K Sell
8,575
-719
-8% -$80.6K 0.01% 310
2025
Q4 		$991K Sell
9,294
-380
-4% -$40.1K 0.02% 246
2025
Q3 		$1.01M Sell
9,674
-1,848
-16% -$188K 0.02% 260
2025
Q2 		$1.12M Buy
+11,522
New +$1.05M 0.02% 226

Other funds holding BBMC

PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments's BBMC Position: Q3 2026 in Review

Gradient Investments reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 19% in Q3 2026, selling an estimated $170K and leaving 5,809 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #351.

Gradient Investments first reported a position in BBMC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q2 2025. 6 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • Gradient Investments held 5,809 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $700K as of Q3 2026.
  • Gradient Investments sold 1,353 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $170K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #351 holding.
  • Gradient Investments first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • Gradient Investments's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.12M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.