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Triad Wealth Partners’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Triad Wealth Partners’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 		$573K Buy
5,290
+702
+15% +$78.7K 0.05% 253
2025
Q4 		$489K Buy
+4,588
New +$484K 0.05% 274

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EH
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's BBMC Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) stake by 15% in Q1 2026, buying an estimated $78.7K and bringing the position to 5,290 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #253.

Triad Wealth Partners first reported a position in BBMC in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

  • Triad Wealth Partners held 5,290 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $573K as of Q1 2026.
  • Triad Wealth Partners bought 702 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q1 2026, an estimated $78.7K.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #253 holding.
  • Triad Wealth Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.