Jeff Yass’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Jeff Yass’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	$301K	Sell	3,278 -18,888	-85%	-$1.6M	﹤0.01%	11034
2026 Q1	$1.66M	Sell	22,166 -13,895	-39%	-$1.08M	﹤0.01%	6596
2025 Q4	$2.68M	Buy	36,061 +19,058	+112%	+$1.43M	﹤0.01%	5082
2025 Q3	$1.26M	Buy	+17,003	New	+$1.2M	﹤0.01%	6783
2024 Q4	–	Sell	-43,672	Closed	-$2.94M	–	12171
2024 Q3	$2.94M	Buy	43,672 +39,443	+933%	+$2.55M	﹤0.01%	4570
2024 Q2	$258K	Sell	4,229 -14,080	-77%	-$855K	﹤0.01%	9786
2024 Q1	$1.15M	Buy	+18,309	New	+$1.1M	﹤0.01%	6552
2023 Q4	–	Sell	-7,358	Closed	-$393K	–	12330
2023 Q3	$393K	Buy	+7,358	New	+$420K	﹤0.01%	8778
2023 Q2	–	Sell	-6,813	Closed	-$370K	–	12053
2023 Q1	$370K	Sell	6,813 -187	-3%	-$10.4K	﹤0.01%	9249
2022 Q4	$365K	Buy	+7,000	New	+$372K	﹤0.01%	8634

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 40.91% 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

Jeff Yass's BBSC Position: Q2 2026 in Review

Jeff Yass reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 85% in Q2 2026, selling an estimated $1.6M and leaving 3,278 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #11034.

Jeff Yass first reported a position in BBSC in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2024. 28 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Jeff Yass held 3,278 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $301K as of Q2 2026.
Jeff Yass sold 18,888 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $1.6M.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11034 holding.
Jeff Yass first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2022 and has held it in 10 quarters since.
Jeff Yass's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $2.94M in Q3 2024.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.