Family Asset Management’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Family Asset Management’s Portfolio BBSC Stock Details BBSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$876	Hold	13	–	–	﹤0.01%	200
2024 Q2	$793	Hold	13	–	–	﹤0.01%	201
2024 Q1	$818	Sell	13 -76	-85%	-$4.58K	﹤0.01%	182
2023 Q4	$5.47K	Hold	89	–	–	﹤0.01%	167
2023 Q3	$4.75K	Buy	+89	New	+$5.08K	﹤0.01%	160

Other funds holding BBSC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return

Family Asset Management's BBSC Position: Q3 2024 in Review

Family Asset Management held its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) position steady in Q3 2024 at 13 shares worth $876. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Family Asset Management first reported a position in BBSC in Q3 2023 and has held it in 5 quarters since. The position peaked at $5.47K in Q4 2023. 23 funds tracked by Wall St. Rank hold BBSC as of Q3 2024.

Family Asset Management held 13 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $876 as of Q3 2024.
Family Asset Management left its JPMorgan BetaBuilders US Small Cap Equity ETF share count unchanged in Q3 2024.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #200 holding.
Family Asset Management first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2023 and has held it in 5 quarters since.
Family Asset Management's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $5.47K in Q4 2023.
23 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.