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Kestra Advisory Services’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Kestra Advisory Services’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 		– Sell
-995
Closed -$106K – 3228
2025
Q4 		$106K Buy
+995
New +$105K ﹤0.01% 3380

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

Kestra Advisory Services's BBMC Position: Q1 2026 in Review

Kestra Advisory Services sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q1 2026, closing a stake of 995 shares — an estimated $106K sold.

Kestra Advisory Services first reported a position in BBMC in Q4 2025 and held it in 1 quarter. The position peaked at $106K in Q4 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • Kestra Advisory Services reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 995 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $106K.
  • Kestra Advisory Services first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $106K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.