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

MN Wealth 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	$462K	Sell	3,629 -9	-0.2%	-$1.08K	0.2%	81
2026 Q1	$394K	Sell	3,638 -82	-2%	-$9.19K	0.19%	84
2025 Q4	$397K	Sell	3,720 -14	-0.4%	-$1.48K	0.2%	75
2025 Q3	$388K	Sell	3,734 -82	-2%	-$8.34K	0.21%	81
2025 Q2	$372K	Sell	3,816 -536	-12%	-$48.9K	0.22%	83
2025 Q1	$392K	Sell	4,352 -2,965	-41%	-$286K	0.23%	77
2024 Q4	$704K	Buy	7,317 +2,188	+43%	+$216K	0.4%	53
2024 Q3	$485K	Sell	5,129 -229	-4%	-$20.7K	0.28%	61
2024 Q2	$472K	Sell	5,358 -2,716	-34%	-$240K	0.27%	68
2024 Q1	$747K	Sell	8,074 -437	-5%	-$37.8K	0.46%	48
2023 Q4	$721K	Buy	+8,511	New	+$653K	0.5%	48

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

MN Wealth Advisors's BBMC Position: Q2 2026 in Review

MN Wealth Advisors reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 0.25% in Q2 2026, selling an estimated $1.08K and leaving 3,629 shares worth $462K. The position accounts for 0.2% of the portfolio, ranked #81.

MN Wealth Advisors first reported a position in BBMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $747K in Q1 2024. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

MN Wealth Advisors held 3,629 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $462K as of Q2 2026.
MN Wealth Advisors sold 9 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.08K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.2% of MN Wealth Advisors's portfolio in Q2 2026, its #81 holding.
MN Wealth Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
MN Wealth Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $747K in Q1 2024.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.