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
2026 Q2	$1.84K	Buy	+20	New	+$1.69K	﹤0.01%	4058
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 $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Global Retirement Partners's BBSC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q2 2026: 20 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #4058 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in BBSC as recently as Q4 2025.

Global Retirement Partners first reported a position in BBSC in Q1 2022 and has held it in 16 quarters since. The position peaked at $24.8K in Q4 2023. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Global Retirement Partners held 20 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $1.84K as of Q2 2026.
JPMorgan BetaBuilders US Small Cap Equity ETF was a new Global Retirement Partners position in Q2 2026.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4058 holding.
Global Retirement Partners first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $24.8K in Q4 2023.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.