Gradient Investments’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Gradient Investments’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 Q2	–	Sell	-12,397	Closed	-$750K	–	362
2025 Q1	$750K	Buy	+12,397	New	+$823K	0.02%	209

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PWM

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

Gradient Investments's BBSC Position: Q2 2025 in Review

Gradient Investments sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q2 2025, closing a stake of 12,397 shares — an estimated $750K sold.

Gradient Investments first reported a position in BBSC in Q1 2025 and held it in 1 quarter. The position peaked at $750K in Q1 2025. 25 funds tracked by Wall St. Rank hold BBSC as of Q2 2025.

Gradient Investments reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Gradient Investments sold 12,397 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2025, an estimated $750K.
Gradient Investments first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2025 and held it in 1 quarter.
Gradient Investments's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $750K in Q1 2025.
25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.