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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF

Steward Partners Investment Advisory, LLC holds 3,205 shares of BBMC (JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF), worth $407,516 as of 2026-Q2. The position was decreased (-0.6% shares). BBMC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$407,516

Current Shares

3,205

Total Value Change

+$225,378

Total Shares Change

+1,277

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,205
-0.6%
$407,5160.0%$127.15
0
2026-Q1
Decreased
3,224
-4.6%
$349,5140.0%$113.67
0
2025-Q4
Decreased
3,381
-3.0%
$360,4820.0%$107.69
0
2025-Q3
Increased
3,487
+8.7%
$362,6480.0%$103.50
26
2025-Q2
Increased
3,207
+8.2%
$312,5220.0%$96.56
25
2025-Q1
Increased
2,964
+28.3%
$267,1160.0%$89.27
29
2024-Q4
Increased
2,311
+19.9%
$222,3870.0%$94.95
27
2024-Q3
Increased
1,928
+20.3%
$182,1380.0%$92.80
27

Other major holders of BBMC: JPMORGAN CHASE & CO

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