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
Q3 		$7M Sell
58,160
-3,857
-6% -$484K ﹤0.01% 2518
2026
Q2 		$7.89M Buy
62,017
+13,569
+28% +$1.63M ﹤0.01% 2366
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

ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Elevation Wealth Management
Elevation Wealth Management Eden Prairie, Minnesota $148M AUM 25.29% 1-Year Est. Return
Archer Investment Corporation
Archer Investment Corporation Carmel, Indiana $545M AUM 21.2% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
MN Wealth Advisors
MN Wealth Advisors Overland Park, Kansas $247M AUM 16.11% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

LPL Financial's BBMC Position: Q3 2026 in Review

LPL Financial reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 6.2% in Q3 2026, selling an estimated $484K and leaving 58,160 shares worth $7M. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

LPL Financial first reported a position in BBMC in Q4 2021 and has held it in 20 quarters since. The position peaked at $28.1M in Q4 2024. 22 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • LPL Financial held 58,160 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $7M as of Q3 2026.
  • LPL Financial sold 3,857 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $484K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2518 holding.
  • LPL Financial first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2021 and has held it in 20 quarters since.
  • LPL Financial's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $28.1M in Q4 2024.
  • 22 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.