Wells Fargo
BBMC icon

Wells Fargo’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Wells Fargo’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 		$1.5M Sell
13,860
-287
-2% -$32.2K ﹤0.01% 3490
2025
Q4 		$1.51M Sell
14,147
-37
-0.3% -$3.9K ﹤0.01% 3657
2025
Q3 		$1.48M Buy
14,184
+2,254
+19% +$229K ﹤0.01% 3540
2025
Q2 		$1.16M Buy
11,930
+10,941
+1,106% +$998K ﹤0.01% 3601
2025
Q1 		$89.1K Sell
989
-186
-16% -$18K ﹤0.01% 5160
2024
Q4 		$113K Buy
1,175
+5
+0.4% +$493 ﹤0.01% 5135
2024
Q3 		$111K Hold
1,170
– – ﹤0.01% 4959
2024
Q2 		$103K Buy
1,170
+181
+18% +$16K ﹤0.01% 4925
2024
Q1 		$91.4K Buy
989
+239
+32% +$20.6K ﹤0.01% 4943
2023
Q4 		$63.5K Hold
750
– – ﹤0.01% 5173
2023
Q3 		$56.5K Sell
750
-25
-3% -$1.98K ﹤0.01% 5121
2023
Q2 		$61.4K Buy
775
+750
+3,000% +$56.3K ﹤0.01% 5326
2023
Q1 		$1.89K Buy
+25
New +$1.92K ﹤0.01% 6239
2021
Q3 		– Sell
-113
Closed -$10K – 6966
2021
Q2 		$10K Buy
+113
New +$10K ﹤0.01% 6133

Other funds holding BBMC

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $376B 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
AA
ACT Advisors Asheville, North Carolina $235M AUM 18.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return