LPL Financial’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

LPL Financial’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	$6.97M	Sell	75,865 -361	-0.5%	-$30.5K	﹤0.01%	2483
2026 Q1	$5.72M	Buy	76,226 +16,297	+27%	+$1.26M	﹤0.01%	2506
2025 Q4	$4.45M	Buy	59,929 +2,472	+4%	+$185K	﹤0.01%	2629
2025 Q3	$4.26M	Buy	57,457 +2,046	+4%	+$144K	﹤0.01%	2615
2025 Q2	$3.66M	Buy	55,411 +188	+0.3%	+$11.5K	﹤0.01%	2564
2025 Q1	$3.34M	Buy	55,223 +5,690	+11%	+$378K	﹤0.01%	2474
2024 Q4	$3.37M	Buy	49,533 +3,241	+7%	+$227K	﹤0.01%	2404
2024 Q3	$3.12M	Buy	46,292 +12,685	+38%	+$821K	﹤0.01%	2338
2024 Q2	$2.05M	Buy	33,607 +25,207	+300%	+$1.53M	﹤0.01%	2575
2024 Q1	$528K	Sell	8,400 -166,011	-95%	-$10M	﹤0.01%	3737
2023 Q4	$10.7M	Buy	174,411 +13,172	+8%	+$714K	0.01%	1206
2023 Q3	$8.61M	Buy	161,239 +156,903	+3,619%	+$8.96M	0.01%	1253
2023 Q2	$246K	Buy	+4,336	New	+$235K	﹤0.01%	4003

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

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

TWP

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

LPL Financial's BBSC Position: Q2 2026 in Review

LPL Financial reduced its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 0.47% in Q2 2026, selling an estimated $30.5K and leaving 75,865 shares worth $6.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2483.

LPL Financial first reported a position in BBSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.7M in Q4 2023. 28 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

LPL Financial held 75,865 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $6.97M as of Q2 2026.
LPL Financial sold 361 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $30.5K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2483 holding.
LPL Financial first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
LPL Financial's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $10.7M in Q4 2023.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.