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 Q1	$9.58M	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 $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

FTUS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PWM

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

Janney Montgomery Scott's BBSC Position: Q1 2026 in Review

Janney Montgomery Scott increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 12% in Q1 2026, buying an estimated $1.05M and bringing the position to 127,594 shares worth $9.58M. The position accounts for 0.02% of the portfolio, ranked #605.

Janney Montgomery Scott first reported a position in BBSC in Q2 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

Janney Montgomery Scott held 127,594 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $9.58M as of Q1 2026.
Janney Montgomery Scott bought 13,567 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2026, an estimated $1.05M.
JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #605 holding.
Janney Montgomery Scott first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2023 and has held it in 12 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.