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

Rise 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
2025 Q4	–	Sell	-13	Closed	-$1.31K	–	238
2025 Q3	$1.31K	Hold	13	–	–	﹤0.01%	1237
2025 Q2	$1.23K	Hold	13	–	–	﹤0.01%	1257
2025 Q1	$1.13K	Hold	13	–	–	﹤0.01%	1226
2024 Q4	$1.21K	Buy	13 +1	+8%	+$99	﹤0.01%	1082
2024 Q3	$1.18K	Hold	12	–	–	﹤0.01%	1161
2024 Q2	$1.09K	Hold	12	–	–	﹤0.01%	1158
2024 Q1	$1.15K	Hold	12	–	–	﹤0.01%	1174
2023 Q4	$1.05K	Hold	12	–	–	﹤0.01%	517
2023 Q3	$926	Hold	12	–	–	﹤0.01%	545
2023 Q2	$971	Hold	12	–	–	﹤0.01%	577
2023 Q1	$921	Hold	12	–	–	﹤0.01%	667
2022 Q4	$884	Hold	12	–	–	﹤0.01%	664
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	600
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	608
2022 Q1	$1K	Buy	+12	New	+$1.01K	﹤0.01%	581

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 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

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

Rise Advisors's BBMC Position: Q4 2025 in Review

Rise Advisors sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q4 2025, closing a stake of 13 shares — an estimated $1.31K sold.

Rise Advisors first reported a position in BBMC in Q1 2022 and held it in 15 quarters. The position peaked at $1.31K in Q3 2025. 52 funds tracked by Wall St. Rank hold BBMC as of Q4 2025.

Rise Advisors reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 13 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q4 2025, an estimated $1.31K.
Rise Advisors first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2022 and held it in 15 quarters.
Rise Advisors's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.31K in Q3 2025.
52 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.