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 Q2	$15.1K	Buy	118 +10	+9%	+$1.2K	0.08%	112
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 $1.81T 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

LGT Financial Advisors's BBMC Position: Q2 2026 in Review

LGT Financial Advisors increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 9.3% in Q2 2026, buying an estimated $1.2K and bringing the position to 118 shares worth $15.1K. The position accounts for 0.08% of the portfolio, ranked #112.

LGT Financial Advisors first reported a position in BBMC in Q2 2023 and has held it in 13 quarters since. 50 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

LGT Financial Advisors held 118 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $15.1K as of Q2 2026.
LGT Financial Advisors bought 10 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.2K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.08% of LGT Financial Advisors's portfolio in Q2 2026, its #112 holding.
LGT Financial Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.