TWM
BBMC icon

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

Thrive 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
Q3 		$302K Buy
2,508
+227
+10% +$28.5K 0.04% 195
2026
Q2 		$290K Hold
2,281
– – 0.04% 201
2026
Q1 		$247K Buy
2,281
+338
+17% +$37.9K 0.04% 201
2025
Q4 		$207K Sell
1,943
-272
-12% -$28.7K 0.03% 228
2025
Q3 		$230K Hold
2,215
– – 0.03% 211
2025
Q2 		$216K Buy
+2,215
New +$202K 0.03% 218

Other funds holding BBMC

PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Thrive Wealth Management's BBMC Position: Q3 2026 in Review

Thrive Wealth Management increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 10% in Q3 2026, buying an estimated $28.5K and bringing the position to 2,508 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #195.

Thrive Wealth Management first reported a position in BBMC in Q2 2025 and has held it in 6 quarters since. 6 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • Thrive Wealth Management held 2,508 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $302K as of Q3 2026.
  • Thrive Wealth Management bought 227 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q3 2026, an estimated $28.5K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #195 holding.
  • Thrive Wealth Management first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.