LPL Financial
BBMC icon

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

LPL Financial’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 		$5.25M Buy
48,448
+19,523
+67% +$2.19M ﹤0.01% 2574
2025
Q4 		$3.08M Buy
28,925
+634
+2% +$66.9K ﹤0.01% 2991
2025
Q3 		$2.94M Buy
28,291
+1,904
+7% +$194K ﹤0.01% 2963
2025
Q2 		$2.57M Buy
26,387
+153
+0.6% +$14K ﹤0.01% 2888
2025
Q1 		$2.36M Sell
26,234
-265,925
-91% -$25.7M ﹤0.01% 2794
2024
Q4 		$28.1M Buy
292,159
+273,722
+1,485% +$27M 0.01% 909
2024
Q3 		$1.74M Buy
18,437
+1,009
+6% +$91.4K ﹤0.01% 2862
2024
Q2 		$1.53M Buy
17,428
+5,216
+43% +$462K ﹤0.01% 2847
2024
Q1 		$1.13M Buy
12,212
+2,302
+23% +$199K ﹤0.01% 3063
2023
Q4 		$839K Sell
9,910
-458
-4% -$35.2K ﹤0.01% 3196
2023
Q3 		$781K Buy
10,368
+392
+4% +$31K ﹤0.01% 3113
2023
Q2 		$791K Buy
9,976
+402
+4% +$30.2K ﹤0.01% 3048
2023
Q1 		$722K Sell
9,574
-4,284
-31% -$329K ﹤0.01% 3023
2022
Q4 		$1.01M Buy
13,858
+6,390
+86% +$468K ﹤0.01% 2646
2022
Q3 		$506K Sell
7,468
-339
-4% -$25.4K ﹤0.01% 3143
2022
Q2 		$545K Sell
7,807
-9
-0.1% -$693 ﹤0.01% 3127
2022
Q1 		$669K Buy
7,816
+2,236
+40% +$189K ﹤0.01% 2953
2021
Q4 		$512K Buy
+5,580
New +$514K ﹤0.01% 3256

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
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 $301M AUM 23.36% 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial's BBMC Position: Q1 2026 in Review

LPL Financial increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 67% in Q1 2026, buying an estimated $2.19M and bringing the position to 48,448 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

LPL Financial first reported a position in BBMC in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.1M in Q4 2024. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • LPL Financial held 48,448 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $5.25M as of Q1 2026.
  • LPL Financial bought 19,523 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $2.19M.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2574 holding.
  • LPL Financial first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • LPL Financial's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $28.1M in Q4 2024.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.