Steward Partners Investment Advisory’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

Steward Partners Investment Advisory’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 Q1	$67.3K	Buy	896 +182	+25%	+$14.1K	﹤0.01%	2612
2025 Q4	$53.1K	Hold	714	–	–	﹤0.01%	2638
2025 Q3	$52.9K	Buy	714 +128	+22%	+$9.03K	﹤0.01%	2580
2025 Q2	$38.7K	Buy	+586	New	+$35.9K	﹤0.01%	2600

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's BBSC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) stake by 25% in Q1 2026, buying an estimated $14.1K and bringing the position to 896 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Steward Partners Investment Advisory first reported a position in BBSC in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold BBSC as of Q1 2026.

Steward Partners Investment Advisory held 896 shares of JPMorgan BetaBuilders US Small Cap Equity ETF worth $67.3K as of Q1 2026.
Steward Partners Investment Advisory bought 182 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q1 2026, an estimated $14.1K.
JPMorgan BetaBuilders US Small Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2612 holding.
Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
29 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.