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 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 $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $235M AUM 18.62% 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

WealthShield Partners's BBMC Position: Q1 2026 in Review

WealthShield Partners held its JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) position steady in Q1 2026 at 14 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

WealthShield Partners first reported a position in BBMC in Q1 2024 and has held it in 9 quarters since. 50 funds tracked by Wall St. Rank hold BBMC as of Q1 2026.

WealthShield Partners held 14 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $1.52K as of Q1 2026.
WealthShield Partners left its JPMorgan BetaBuilders US Mid Cap Equity ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders US Mid Cap Equity ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #595 holding.
WealthShield Partners first reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
50 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.