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

Morgan Stanley’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	$827K	Buy	9,004 +9,003	+900,300%	+$761K	﹤0.01%	5299
2026 Q1	$82	Hold	1	–	–	﹤0.01%	7837
2025 Q4	$78	Buy	+1	New	+$75	﹤0.01%	7738
2025 Q2	–	Sell	-1	Closed	-$67	–	8109
2025 Q1	$67	Hold	1	–	–	﹤0.01%	7646
2024 Q4	$85	Hold	1	–	–	﹤0.01%	7491
2024 Q3	$68	Buy	+1	New	+$65	﹤0.01%	7498

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

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

Morgan Stanley's BBSC Position: Q2 2026 in Review

Morgan Stanley increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 900,300% in Q2 2026, buying an estimated $761K and bringing the position to 9,004 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #5299.

Morgan Stanley first reported a position in BBSC in Q3 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Morgan Stanley held 9,004 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $827K as of Q2 2026.
Morgan Stanley bought 9,003 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $761K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5299 holding.
Morgan Stanley first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.