Janney Montgomery Scott’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Janney Montgomery Scott’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	$10.6M	Buy	124,985 +6,726	+6%	+$604K	0.02%	667
2026 Q2	$10.9M	Sell	118,259 -9,335	-7%	-$789K	0.02%	654
2026 Q1	$9.6M	Buy	127,594 +13,567	+12%	+$1.05M	0.02%	605
2025 Q4	$8.47M	Sell	114,027 -877	-0.8%	-$65.6K	0.02%	684
2025 Q3	$8.52M	Sell	114,904 -7,783	-6%	-$549K	0.02%	678
2025 Q2	$8.1M	Buy	122,687 +2,011	+2%	+$123K	0.02%	639
2025 Q1	$7.3M	Buy	120,676 +11,878	+11%	+$788K	0.02%	643
2024 Q4	$7.41M	Buy	108,798 +20,213	+23%	+$1.42M	0.02%	646
2024 Q3	$5.97M	Buy	88,585 +7,867	+10%	+$509K	0.02%	702
2024 Q2	$4.92M	Buy	80,718 +24,970	+45%	+$1.52M	0.02%	736
2024 Q1	$3.51M	Sell	55,748 -36,802	-40%	-$2.22M	0.01%	894
2023 Q4	$5.69M	Buy	92,550 +25,912	+39%	+$1.41M	0.02%	683
2023 Q3	$3.56M	Buy	66,638 +55,041	+475%	+$3.14M	0.01%	792
2023 Q2	$659K	Buy	+11,597	New	+$628K	﹤0.01%	1665

Other funds holding BBSC

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

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

Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Janney Montgomery Scott's BBSC Position: Q3 2026 in Review

Janney Montgomery Scott increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 5.7% in Q3 2026, buying an estimated $604K and bringing the position to 124,985 shares worth $10.6M. The position accounts for 0.02% of the portfolio, ranked #667.

Janney Montgomery Scott first reported a position in BBSC in Q2 2023 and has held it in 14 quarters since. The position peaked at $10.9M in Q2 2026. 26 funds tracked by Wall St. Rank hold BBSC as of Q3 2026.

Janney Montgomery Scott held 124,985 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $10.6M as of Q3 2026.
Janney Montgomery Scott bought 6,726 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q3 2026, an estimated $604K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q3 2026, its #667 holding.
Janney Montgomery Scott first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2023 and has held it in 14 quarters since.
Janney Montgomery Scott's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $10.9M in Q2 2026.
26 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.