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

Rossby 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
Q1 		$3.17K Hold
29
– – ﹤0.01% 1655
2025
Q4 		$3.09K Hold
29
– – ﹤0.01% 1241
2025
Q3 		$3.03K Hold
29
– – ﹤0.01% 1071
2025
Q2 		$2.83K Hold
29
– – ﹤0.01% 985
2025
Q1 		$2.54K Buy
+29
New +$2.8K ﹤0.01% 895

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B 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

Rossby Financial's BBMC Position: Q1 2026 in Review

Rossby Financial held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q1 2026 at 29 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Rossby Financial first reported a position in BBMC in Q1 2025 and has held it in 5 quarters since. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • Rossby Financial held 29 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $3.17K as of Q1 2026.
  • Rossby Financial left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q1 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1655 holding.
  • Rossby Financial first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.