Farther Finance Advisors’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Farther Finance Advisors’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
2026 Q2	$3.65K	Hold	40	–	–	﹤0.01%	4949
2026 Q1	$3.02K	Sell	40 -21,091	-100%	-$1.64M	﹤0.01%	4735
2025 Q4	$1.57M	Buy	21,131 +21,091	+52,728%	+$1.58M	0.02%	682
2025 Q3	$2.97K	Hold	40	–	–	﹤0.01%	3980
2025 Q2	$2.64K	Sell	40 -13	-25%	-$796	﹤0.01%	3604
2025 Q1	$3.2K	Hold	53	–	–	﹤0.01%	3220
2024 Q4	$3.61K	Hold	53	–	–	﹤0.01%	2793
2024 Q3	$3.57K	Hold	53	–	–	﹤0.01%	2786
2024 Q2	$3.21K	Hold	53	–	–	﹤0.01%	2593
2024 Q1	$3.3K	Sell	53 -681	-93%	-$41K	﹤0.01%	2268
2023 Q4	$45.1K	Buy	734 +22	+3%	+$1.19K	﹤0.01%	1070
2023 Q3	$38K	Buy	+712	New	+$40.7K	0.01%	865

Other funds holding BBSC

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Farther Finance Advisors's BBSC Position: Q2 2026 in Review

Farther Finance Advisors held its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) position steady in Q2 2026 at 40 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4949.

Farther Finance Advisors first reported a position in BBSC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q4 2025. 3 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Farther Finance Advisors held 40 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $3.65K as of Q2 2026.
Farther Finance Advisors left its JPMorgan BetaBuilders US Small Cap Equity ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4949 holding.
Farther Finance Advisors first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $1.57M in Q4 2025.
3 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.