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

WealthShield 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 Q2	–	Sell	-14	Closed	-$1.52K	–	400
2026 Q1	$1.52K	Hold	14	–	–	﹤0.01%	595
2025 Q4	$1.49K	Hold	14	–	–	﹤0.01%	556
2025 Q3	$1.46K	Hold	14	–	–	﹤0.01%	555
2025 Q2	$1.36K	Hold	14	–	–	﹤0.01%	547
2025 Q1	$1.26K	Hold	14	–	–	﹤0.01%	529
2024 Q4	$1.35K	Hold	14	–	–	﹤0.01%	485
2024 Q3	$1.32K	Hold	14	–	–	﹤0.01%	481
2024 Q2	$1.23K	Hold	14	–	–	﹤0.01%	461
2024 Q1	$1.29K	Buy	+14	New	+$1.21K	﹤0.01%	472

Other funds holding BBMC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthShield Partners's BBMC Position: Q2 2026 in Review

WealthShield Partners sold out of JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q2 2026, closing a stake of 14 shares — an estimated $1.52K sold.

WealthShield Partners first reported a position in BBMC in Q1 2024 and held it in 9 quarters. The position peaked at $1.52K in Q1 2026. 49 funds tracked by Wall St. Rank hold BBMC as of Q2 2026.

WealthShield Partners reported no remaining JPMorgan BetaBuilders US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 14 JPMorgan BetaBuilders US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.52K.
WealthShield Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and held it in 9 quarters.
WealthShield Partners's JPMorgan BetaBuilders US Mid Cap Equity ETF position peaked at $1.52K in Q1 2026.
49 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.