Steward Partners Investment Advisory’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Steward Partners Investment Advisory’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	$350K	Sell	3,224 -157	-5%	-$17.6K	﹤0.01%	1717
2025 Q4	$360K	Sell	3,381 -106	-3%	-$11.2K	﹤0.01%	1613
2025 Q3	$363K	Buy	3,487 +280	+9%	+$28.5K	﹤0.01%	1551
2025 Q2	$313K	Buy	3,207 +243	+8%	+$22.2K	﹤0.01%	1537
2025 Q1	$267K	Buy	2,964 +653	+28%	+$63K	﹤0.01%	1506
2024 Q4	$222K	Buy	2,311 +383	+20%	+$37.7K	﹤0.01%	1550
2024 Q3	$182K	Buy	1,928 +325	+20%	+$29.4K	﹤0.01%	1579
2024 Q2	$141K	Buy	1,603 +250	+18%	+$22.1K	﹤0.01%	1617
2024 Q1	$125K	Buy	+1,353	New	+$117K	﹤0.01%	1652

Other funds holding BBMC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Partners Investment Advisory's BBMC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 4.6% in Q1 2026, selling an estimated $17.6K and leaving 3,224 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Steward Partners Investment Advisory first reported a position in BBMC in Q1 2024 and has held it in 9 quarters since. The position peaked at $363K in Q3 2025. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

Steward Partners Investment Advisory held 3,224 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $350K as of Q1 2026.
Steward Partners Investment Advisory sold 157 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $17.6K.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1717 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $363K in Q3 2025.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.