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 Q3	$21.9K	Buy	182 +159	+691%	+$19.9K	﹤0.01%	2902
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%	-$3.18K	﹤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

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

IFP Advisors's BBMC Position: Q3 2026 in Review

IFP Advisors increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 691% in Q3 2026, buying an estimated $19.9K and bringing the position to 182 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

IFP Advisors first reported a position in BBMC in Q4 2023 and has held it in 12 quarters since. The position peaked at $70.2K in Q4 2024. 15 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

IFP Advisors held 182 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $21.9K as of Q3 2026.
IFP Advisors bought 159 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $19.9K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2902 holding.
IFP Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and has held it in 12 quarters since.
IFP Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $70.2K in Q4 2024.
15 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.