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IAG Wealth Partners’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

IAG Wealth 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
Q1 		$907K Sell
8,368
-403
-5% -$45.2K 0.1% 72
2025
Q4 		$935K Sell
8,771
-378
-4% -$39.9K 0.11% 72
2025
Q3 		$951K Buy
9,149
+48
+0.5% +$4.88K 0.11% 70
2025
Q2 		$887K Buy
9,101
+4,661
+105% +$425K 0.12% 68
2025
Q1 		$400K Sell
4,440
-576
-11% -$55.6K 0.06% 79
2024
Q4 		$483K Sell
5,016
-108
-2% -$10.6K 0.09% 72
2024
Q3 		$484K Buy
5,124
+7
+0.1% +$634 0.09% 67
2024
Q2 		$450K Sell
5,117
-118
-2% -$10.4K 0.09% 67
2024
Q1 		$484K Sell
5,235
-308
-6% -$26.6K 0.1% 61
2023
Q4 		$470K Buy
5,543
+4,486
+424% +$344K 0.11% 59
2023
Q3 		$79.6K Sell
1,057
-40
-4% -$3.17K 0.02% 116
2023
Q2 		$87K Buy
1,097
+1,014
+1,222% +$76.1K 0.02% 123
2023
Q1 		$6.26K Buy
+83
New +$6.37K ﹤0.01% 367

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's BBMC Position: Q1 2026 in Review

IAG Wealth Partners reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 4.6% in Q1 2026, selling an estimated $45.2K and leaving 8,368 shares worth $907K. The position accounts for 0.1% of the portfolio, ranked #72.

IAG Wealth Partners first reported a position in BBMC in Q1 2023 and has held it in 13 quarters since. The position peaked at $951K in Q3 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • IAG Wealth Partners held 8,368 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $907K as of Q1 2026.
  • IAG Wealth Partners sold 403 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $45.2K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.1% of IAG Wealth Partners's portfolio in Q1 2026, its #72 holding.
  • IAG Wealth Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • IAG Wealth Partners's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $951K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.