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Sound Income Strategies’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Sound Income Strategies’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 		– Sell
-6
Closed -$657 – 659
2026
Q1 		$657 Hold
6
– – ﹤0.01% 2363
2025
Q4 		$683 Hold
6
– – ﹤0.01% 2342
2025
Q3 		$629 Hold
6
– – ﹤0.01% 1503
2025
Q2 		$585 Hold
6
– – ﹤0.01% 1435
2025
Q1 		$541 Hold
6
– – ﹤0.01% 1410
2024
Q4 		$577 Hold
6
– – ﹤0.01% 1338
2024
Q3 		$567 Hold
6
– – ﹤0.01% 1302
2024
Q2 		$528 Buy
+6
New +$531 ﹤0.01% 1266

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
EWM
Elevation Wealth Management Eden Prairie, Minnesota $134M AUM
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Sound Income Strategies's BBMC Position: Q2 2026 in Review

Sound Income Strategies sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026, closing a stake of 6 shares — an estimated $657 sold.

Sound Income Strategies first reported a position in BBMC in Q2 2024 and held it in 8 quarters. The position peaked at $683 in Q4 2025. 35 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

  • Sound Income Strategies reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 6 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $657.
  • Sound Income Strategies first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $683 in Q4 2025.
  • 35 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.