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 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 $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors's BBMC Position: Q1 2026 in Review

IFP Advisors reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 17% in Q1 2026, selling an estimated $560 and leaving 24 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3856.

IFP Advisors first reported a position in BBMC in Q4 2023 and has held it in 10 quarters since. The position peaked at $70.2K in Q4 2024. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

IFP Advisors held 24 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $2.6K as of Q1 2026.
IFP Advisors sold 5 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $560.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3856 holding.
IFP Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
IFP Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $70.2K in Q4 2024.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.