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 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

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 40.91% 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

Gradient Investments's BBMC Position: Q2 2026 in Review

Gradient Investments reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 16% in Q2 2026, selling an estimated $170K and leaving 7,162 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #329.

Gradient Investments first reported a position in BBMC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q2 2025. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

Gradient Investments held 7,162 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $911K as of Q2 2026.
Gradient Investments sold 1,413 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $170K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #329 holding.
Gradient Investments first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
Gradient Investments's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.12M in Q2 2025.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.