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

Prosperity Wealth Management’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
2025 Q2	–	Sell	-8,039	Closed	-$724K	–	240
2025 Q1	$724K	Buy	8,039 +257	+3%	+$24.8K	0.34%	65
2024 Q4	$749K	Buy	7,782 +902	+13%	+$88.9K	0.31%	57
2024 Q3	$650K	Sell	6,880 -263	-4%	-$23.8K	0.26%	69
2024 Q2	$629K	Buy	7,143 +1,857	+35%	+$164K	0.31%	63
2024 Q1	$489K	Buy	+5,286	New	+$457K	0.23%	77

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prosperity Wealth Management's BBMC Position: Q2 2025 in Review

Prosperity Wealth Management sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2025, closing a stake of 8,039 shares — an estimated $724K sold.

Prosperity Wealth Management first reported a position in BBMC in Q1 2024 and held it in 5 quarters. The position peaked at $749K in Q4 2024. 41 funds tracked by Wall St. Rank hold BBMC as of Q2 2025.

Prosperity Wealth Management reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Prosperity Wealth Management sold 8,039 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2025, an estimated $724K.
Prosperity Wealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and held it in 5 quarters.
Prosperity Wealth Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $749K in Q4 2024.
41 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2025.

Based on Prosperity Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.