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 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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B 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