Steward Partners Investment Advisory’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
3,207
+243
| +8% | +$23.7K | ﹤0.01% | 1537 |
|
|
2025
Q1 | $267K | Buy |
2,964
+653
| +28% | +$58.8K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $222K | Buy |
2,311
+383
| +20% | +$36.9K | ﹤0.01% | 1550 |
|
|
2024
Q3 | $182K | Buy |
1,928
+325
| +20% | +$30.7K | ﹤0.01% | 1579 |
|
|
2024
Q2 | $141K | Buy |
1,603
+250
| +18% | +$22K | ﹤0.01% | 1617 |
|
|
2024
Q1 | $125K | Buy |
+1,353
| New | +$125K | ﹤0.01% | 1652 |
|