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John Overdeck’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

John Overdeck’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
2023
Q4 		– Sell
-4,300
Closed -$230K – 3148
2023
Q3 		$230K Buy
+4,300
New +$246K ﹤0.01% 2590

Other funds holding BBSC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

John Overdeck's BBSC Position: Q4 2023 in Review

John Overdeck sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q4 2023, closing a stake of 4,300 shares — an estimated $230K sold.

John Overdeck first reported a position in BBSC in Q3 2023 and held it in 1 quarter. The position peaked at $230K in Q3 2023. 42 funds tracked by Wall St. Rank hold BBSC as of Q4 2023.

  • John Overdeck reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • John Overdeck sold 4,300 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q4 2023, an estimated $230K.
  • John Overdeck first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • John Overdeck's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $230K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q4 2023.

Based on Two Sigma Investments's 13F filing for Q4 2023, filed 14 Feb 2024.