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

Spire 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
2026 Q2	$1.65K	Sell	13 -1	-7%	-$120	﹤0.01%	2039
2026 Q1	$1.52K	Buy	14 +4	+40%	+$448	﹤0.01%	2083
2025 Q4	$1.07K	Buy	+10	New	+$1.05K	﹤0.01%	2189
2024 Q2	–	Sell	-31	Closed	-$2.87K	–	2218
2024 Q1	$2.87K	Hold	31	–	–	﹤0.01%	2030
2023 Q4	$2.57K	Sell	31 -1	-3%	-$77	﹤0.01%	2093
2023 Q3	$2.41K	Hold	32	–	–	﹤0.01%	2099
2023 Q2	$2.54K	Buy	+32	New	+$2.4K	﹤0.01%	2156

Other funds holding BBMC

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

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Spire Wealth Management's BBMC Position: Q2 2026 in Review

Spire Wealth Management reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 7.1% in Q2 2026, selling an estimated $120 and leaving 13 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Spire Wealth Management first reported a position in BBMC in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.87K in Q1 2024. 3 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

Spire Wealth Management held 13 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $1.65K as of Q2 2026.
Spire Wealth Management sold 1 JPMorgan BetaBuilders US Mid Cap Equity ETF share in Q2 2026, an estimated $120.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2039 holding.
Spire Wealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2023 and has held it in 7 quarters since.
Spire Wealth Management's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $2.87K in Q1 2024.
3 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.