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

LGT Financial 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	$11.7K	Sell	108 -12	-10%	-$1.34K	0.06%	123
2025 Q4	$12.8K	Buy	120 +33	+38%	+$3.48K	0.08%	120
2025 Q3	$9K	Sell	87 -4	-4%	-$407	0.02%	241
2025 Q2	$8.89K	Buy	91 +4	+5%	+$365	0.02%	217
2025 Q1	$7.83K	Sell	87 -26	-23%	-$2.51K	0.02%	184
2024 Q4	$10.8K	Buy	113 +57	+102%	+$5.62K	0.02%	421
2024 Q3	$5.32K	Hold	56	–	–	0.01%	518
2024 Q2	$4.94K	Buy	56 +46	+460%	+$4.07K	0.01%	595
2024 Q1	$925	Hold	10	–	–	﹤0.01%	758
2023 Q4	$847	Hold	10	–	–	﹤0.01%	809
2023 Q3	$753	Buy	10 +1	+11%	+$79	﹤0.01%	889
2023 Q2	$713	Buy	+9	New	+$675	﹤0.01%	206

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

LGT Financial Advisors's BBMC Position: Q1 2026 in Review

LGT Financial Advisors reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 10% in Q1 2026, selling an estimated $1.34K and leaving 108 shares worth $11.7K. The position accounts for 0.06% of the portfolio, ranked #123.

LGT Financial Advisors first reported a position in BBMC in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.8K in Q4 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

LGT Financial Advisors held 108 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $11.7K as of Q1 2026.
LGT Financial Advisors sold 12 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $1.34K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.06% of LGT Financial Advisors's portfolio in Q1 2026, its #123 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2023 and has held it in 12 quarters since.
LGT Financial Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $12.8K in Q4 2025.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on LGT Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.