Raymond James Financial
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Raymond James Financial’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Raymond James Financial’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 		$353K Buy
+2,779
New +$334K ﹤0.01% 4730
2025
Q3 		– Sell
-1,480
Closed -$144K – 5125
2025
Q2 		$144K Buy
+1,480
New +$135K ﹤0.01% 4684

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial's BBMC Position: Q2 2026 in Review

Raymond James Financial opened a new position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026: 2,779 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #4730 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in BBMC as recently as Q2 2025.

Raymond James Financial first reported a position in BBMC in Q2 2025 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

  • Raymond James Financial held 2,779 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $353K as of Q2 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF was a new Raymond James Financial position in Q2 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4730 holding.
  • Raymond James Financial first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2025 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.