Northwestern Mutual Wealth Management’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Northwestern Mutual Wealth Management’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	$112K	Buy	1,216 +763	+168%	+$64.5K	﹤0.01%	2228
2026 Q1	$34K	Hold	453	–	–	﹤0.01%	2591
2025 Q4	$33.7K	Buy	453 +18	+4%	+$1.35K	﹤0.01%	2547
2025 Q3	$32.3K	Hold	435	–	–	﹤0.01%	2499
2025 Q2	$28.7K	Hold	435	–	–	﹤0.01%	2446
2025 Q1	$26.3K	Buy	435 +377	+650%	+$25K	﹤0.01%	2412
2024 Q4	$3.95K	Hold	58	–	–	﹤0.01%	3010
2024 Q3	$3.91K	Hold	58	–	–	﹤0.01%	2968
2024 Q2	$3.54K	Hold	58	–	–	﹤0.01%	2963
2024 Q1	$3.65K	Hold	58	–	–	﹤0.01%	2925
2023 Q4	$3.57K	Sell	58 -3	-5%	-$163	﹤0.01%	2958
2023 Q3	$3.26K	Buy	+61	New	+$3.48K	﹤0.01%	2856

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 40.89% 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

Northwestern Mutual Wealth Management's BBSC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 168% in Q2 2026, buying an estimated $64.5K and bringing the position to 1,216 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Northwestern Mutual Wealth Management first reported a position in BBSC in Q3 2023 and has held it in 12 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q2 2026.

Northwestern Mutual Wealth Management held 1,216 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $112K as of Q2 2026.
Northwestern Mutual Wealth Management bought 763 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2026, an estimated $64.5K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2228 holding.
Northwestern Mutual Wealth Management first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.