Merited Wealth’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Merited Wealth’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	$422K	Hold	3,319	–	–	0.3%	54
2026 Q1	$360K	Hold	3,319	–	–	0.3%	62
2025 Q4	$354K	Buy	+3,319	New	+$350K	0.33%	61

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 40.91% 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

Merited Wealth's BBMC Position: Q2 2026 in Review

Merited Wealth held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q2 2026 at 3,319 shares worth $422K. The position accounts for 0.3% of the portfolio, ranked #54.

Merited Wealth first reported a position in BBMC in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

Merited Wealth held 3,319 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $422K as of Q2 2026.
Merited Wealth left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.3% of Merited Wealth's portfolio in Q2 2026, its #54 holding.
Merited Wealth first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.