Global Retirement Partners’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.26K	Buy	17 +4	+31%	+$299	﹤0.01%	3838
2025 Q3	$964	Sell	13 -1	-7%	-$71	﹤0.01%	3529
2025 Q2	$924	Buy	+14	New	+$857	﹤0.01%	3460
2024 Q4	$2.38K	Sell	35 -1	-3%	-$70	﹤0.01%	3004
2024 Q3	$2.43K	Hold	36	–	–	﹤0.01%	2875
2024 Q2	$2.19K	Hold	36	–	–	﹤0.01%	2936
2024 Q1	$2.27K	Sell	36 -390	-92%	-$23.5K	﹤0.01%	2700
2023 Q4	$24.8K	Buy	426 +283	+198%	+$15.3K	﹤0.01%	1656
2023 Q3	$7.38K	Buy	143 +125	+694%	+$7.14K	﹤0.01%	2074
2023 Q2	$1.02K	Hold	18	–	–	﹤0.01%	2779
2023 Q1	$939	Hold	18	–	–	﹤0.01%	2750
2022 Q4	$938	Buy	18 +1	+6%	+$53	﹤0.01%	2613
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	2384
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	2354
2022 Q1	$1K	Buy	+17	New	+$1.03K	﹤0.01%	2316

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

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

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

Global Retirement Partners's BBSC Position: Q4 2025 in Review

Global Retirement Partners increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 31% in Q4 2025, buying an estimated $299 and bringing the position to 17 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3838.

Global Retirement Partners first reported a position in BBSC in Q1 2022 and has held it in 15 quarters since. The position peaked at $24.8K in Q4 2023. 32 funds tracked by Wall St. Rank hold BBSC as of Q4 2025.

Global Retirement Partners held 17 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $1.26K as of Q4 2025.
Global Retirement Partners bought 4 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q4 2025, an estimated $299.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3838 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $24.8K in Q4 2023.
32 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.