JP Morgan Chase
BBSC icon

JP Morgan Chase’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

JP Morgan Chase’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 		$521M Sell
5,715,682
-997,994
-15% -$84.3M 0.03% 433
2026
Q1 		$488M Buy
6,713,676
+746,522
+13% +$57.9M 0.03% 412
2025
Q4 		$443M Buy
5,967,154
+137,846
+2% +$10.3M 0.03% 423
2025
Q3 		$432M Sell
5,829,308
-391,410
-6% -$27.6M 0.03% 450
2025
Q2 		$410M Sell
6,220,718
-11,764
-0.2% -$720K 0.03% 461
2025
Q1 		$377M Buy
6,232,482
+697,302
+13% +$46.3M 0.03% 467
2024
Q4 		$377M Sell
5,535,180
-356,867
-6% -$25M 0.03% 457
2024
Q3 		$397M Buy
5,892,047
+213,437
+4% +$13.8M 0.03% 457
2024
Q2 		$346M Buy
5,678,610
+105,495
+2% +$6.41M 0.03% 455
2024
Q1 		$351M Sell
5,573,115
-3,838,347
-41% -$231M 0.03% 482
2023
Q4 		$579M Sell
9,411,462
-652,229
-6% -$35.4M 0.06% 318
2023
Q3 		$538M Sell
10,063,691
-1,255,844
-11% -$71.7M 0.06% 298
2023
Q2 		$643M Sell
11,319,535
-384,924
-3% -$20.9M 0.07% 276
2023
Q1 		$635M Buy
11,704,459
+2,905,508
+33% +$162M 0.08% 268
2022
Q4 		$458M Sell
8,798,951
-134,576
-2% -$7.15M 0.06% 306
2022
Q3 		$439M Sell
8,933,527
-61,898
-0.7% -$3.36M 0.06% 296
2022
Q2 		$453M Buy
8,995,425
+1,289,575
+17% +$71M 0.06% 298
2022
Q1 		$470M Buy
7,705,850
+1,236,790
+19% +$74.9M 0.06% 322
2021
Q4 		$426M Sell
6,469,060
-98,056
-1% -$6.55M 0.05% 373
2021
Q3 		$422M Buy
6,567,116
+257,154
+4% +$16.8M 0.05% 354
2021
Q2 		$427M Sell
6,309,962
-13,233
-0.2% -$873K 0.05% 377
2021
Q1 		$408M Buy
+6,323,195
New +$405M 0.05% 354

Other funds holding BBSC

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Osaic Holdings
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
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
MWMDPGFG
MLG Wealth Management DBA Pine Grove Financial Group Woodbury, Minnesota $990M AUM

JP Morgan Chase's BBSC Position: Q2 2026 in Review

JP Morgan Chase reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 15% in Q2 2026, selling an estimated $84.3M and leaving 5,715,682 shares worth $521M. The position accounts for 0.03% of the portfolio, ranked #433.

JP Morgan Chase first reported a position in BBSC in Q1 2021 and has held it in 22 quarters since. The position peaked at $643M in Q2 2023. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

  • JP Morgan Chase held 5,715,682 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $521M as of Q2 2026.
  • JP Morgan Chase sold 997,994 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $84.3M.
  • JPMorgan BetaBuilders US Small Cap Equity ETF made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #433 holding.
  • JP Morgan Chase first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q1 2021 and has held it in 22 quarters since.
  • JP Morgan Chase's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $643M in Q2 2023.
  • 29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.