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

NewEdge 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	$6.59K	Hold	52	–	–	﹤0.01%	3639
2026 Q1	$5.6K	Hold	52	–	–	﹤0.01%	3558
2025 Q4	$5.5K	Buy	52 +1	+2%	+$105	﹤0.01%	3651
2025 Q3	$5.34K	Hold	51	–	–	﹤0.01%	3514
2025 Q2	$4.98K	Hold	51	–	–	﹤0.01%	3412
2025 Q1	$4.6K	Buy	+51	New	+$4.92K	﹤0.01%	3328

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 40.89% 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

NewEdge Advisors's BBMC Position: Q2 2026 in Review

NewEdge Advisors held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q2 2026 at 52 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

NewEdge Advisors first reported a position in BBMC in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

NewEdge Advisors held 52 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $6.59K as of Q2 2026.
NewEdge Advisors left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3639 holding.
NewEdge Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.