IFP Advisors’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

IFP Advisors’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	$2.92K	Sell	23 -1	-4%	-$120	﹤0.01%	4064
2026 Q1	$2.6K	Sell	24 -5	-17%	-$560	﹤0.01%	3856
2025 Q4	$3.09K	Buy	29 +14	+93%	+$1.48K	﹤0.01%	3661
2025 Q3	$1.56K	Buy	15 +7	+88%	+$712	﹤0.01%	3792
2025 Q2	$779	Sell	8 -688	-99%	-$62.8K	﹤0.01%	4299
2025 Q1	$62.7K	Sell	696 -33	-5%	-$3.19K	﹤0.01%	1780
2024 Q4	$70.2K	Buy	729 +163	+29%	+$16.1K	﹤0.01%	1658
2024 Q3	$53.5K	Buy	566 +4	+0.7%	+$362	﹤0.01%	1705
2024 Q2	$49.5K	Buy	562 +7	+1%	+$619	﹤0.01%	1689
2024 Q1	$51.3K	Buy	555 +74	+15%	+$6.39K	﹤0.01%	1578
2023 Q4	$40.7K	Buy	+481	New	+$36.9K	﹤0.01%	1619

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

IFP Advisors's BBMC Position: Q2 2026 in Review

IFP Advisors reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 4.2% in Q2 2026, selling an estimated $120 and leaving 23 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

IFP Advisors first reported a position in BBMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $70.2K in Q4 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

IFP Advisors held 23 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $2.92K as of Q2 2026.
IFP Advisors sold 1 JPMorgan BetaBuilders US Mid Cap Equity ETF share in Q2 2026, an estimated $120.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4064 holding.
IFP Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
IFP Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $70.2K in Q4 2024.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.