WhitTier Trust Company’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History

WhitTier Trust Company’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
2025 Q2	–	Sell	-158	Closed	-$9.56K	–	1446
2025 Q1	$9.56K	Hold	158	–	–	﹤0.01%	1110
2024 Q4	$10.8K	Hold	158	–	–	﹤0.01%	1055
2024 Q3	$10.6K	Hold	158	–	–	﹤0.01%	1035
2024 Q2	$9.63K	Hold	158	–	–	﹤0.01%	1001
2024 Q1	$9.94K	Hold	158	–	–	﹤0.01%	950
2023 Q4	$9.71K	Buy	+158	New	+$8.57K	﹤0.01%	948

Other funds holding BBSC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

FTUS

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

WhitTier Trust Company's BBSC Position: Q2 2025 in Review

WhitTier Trust Company sold out of JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) in Q2 2025, closing a stake of 158 shares — an estimated $9.56K sold.

WhitTier Trust Company first reported a position in BBSC in Q4 2023 and held it in 6 quarters. The position peaked at $10.8K in Q4 2024. 25 funds tracked by Wall St. Rank hold BBSC as of Q2 2025.

WhitTier Trust Company reported no remaining JPMorgan BetaBuilders US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
WhitTier Trust Company sold 158 JPMorgan BetaBuilders US Small Cap Equity ETF shares in Q2 2025, an estimated $9.56K.
WhitTier Trust Company first reported a position in JPMorgan BetaBuilders US Small Cap Equity ETF in Q4 2023 and held it in 6 quarters.
WhitTier Trust Company's JPMorgan BetaBuilders US Small Cap Equity ETF position peaked at $10.8K in Q4 2024.
25 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Small Cap Equity ETF as of Q2 2025.

Based on WhitTier Trust Company's 13F filing for Q2 2025, filed 30 Jul 2025.