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

IFP 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 Q3	$61K	Buy	718 +627	+689%	+$56.3K	﹤0.01%	2279
2026 Q2	$8.36K	Sell	91 -1	-1%	-$84	﹤0.01%	3512
2026 Q1	$6.91K	Buy	92 +48	+109%	+$3.72K	﹤0.01%	3351
2025 Q4	$3.27K	Buy	44 +9	+26%	+$673	﹤0.01%	3635
2025 Q3	$2.6K	Buy	35 +5	+17%	+$353	﹤0.01%	3586
2025 Q2	$1.98K	Buy	30 +3	+11%	+$184	﹤0.01%	3905
2025 Q1	$1.64K	Hold	27	–	–	﹤0.01%	3209
2024 Q4	$1.84K	Hold	27	–	–	﹤0.01%	3132
2024 Q3	$1.82K	Hold	27	–	–	﹤0.01%	2931
2024 Q2	$1.65K	Sell	27 -910	-97%	-$55.3K	﹤0.01%	2858
2024 Q1	$58.9K	Buy	937 +83	+10%	+$5K	﹤0.01%	1512
2023 Q4	$52.5K	Buy	+854	New	+$46.3K	﹤0.01%	1528

Other funds holding BBSC

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $212M AUM 20.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's BBSC Position: Q3 2026 in Review

IFP Advisors increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 689% in Q3 2026, buying an estimated $56.3K and bringing the position to 718 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

IFP Advisors first reported a position in BBSC in Q4 2023 and has held it in 12 quarters since. 4 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

IFP Advisors held 718 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $61K as of Q3 2026.
IFP Advisors bought 627 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2026, an estimated $56.3K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2279 holding.
IFP Advisors first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2023 and has held it in 12 quarters since.
4 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.