JPMorgan BetaBuilders U.S. Small Cap Equity

BBSC • ARCA

JPMorgan BetaBuilders U.S. Small Cap Equity is an exchange-traded fund on ARCA. As of Q3 2025, 24 institutional investors hold shares in this ETF, with total holdings valued at $460.8M. JPMORGAN CHASE & CO is the largest holder with a position valued at $432.2M.

Overview

Overview of institutional ownership in BBSC as of Q3 2025

All Institutions

Institutions: 24
Value Held: $460.8M
Shares Held: 6.2M
Avg Position: $19.2M
Median Position: $108.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in BBSC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$432.2M 0.03% of portfolio	5.8M shares	Q1 2021 Held for 4y 8m	$1.56T
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$8.5M 0.02% of portfolio	114.9K shares	Q2 2023 Held for 2y 5m	$40.0B
IAG Wealth Partners, LLC RIA/Wealth	Lori Ann Watt President	$5.0M 0.60% of portfolio	67.2K shares	Q1 2023 Held for 2y 8m	$832.4M
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$4.5M 0.00% of portfolio	60.5K shares	Q4 2024 Held for 11 months	$691.34B
L LPL Financial LLC Institution	-	$4.3M 0.00% of portfolio	57.5K shares	Q2 2023 Held for 2y 5m	$340.07B
F Financial Engines Advisors L.L.C. Institution	-	$1.6M 0.00% of portfolio	21.6K shares	Q1 2025 Held for 8 months	$52.4B
F FLOW TRADERS U.S. LLC Institution	-	$1.3M 0.06% of portfolio	17.7K shares	Q1 2024 Held for 1y 8m	$2.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$1.3M 0.00% of portfolio	17.0K shares	Q3 2025 Held for 2 months	$67.9B
A Advisor Group Holdings, Inc. Institution	-	$1.0M 0.00% of portfolio	13.9K shares	Q1 2023 Held for 2y 8m	$71.0B
Perigon Wealth Management, LLC RIA/Wealth	Arthur John Ambarik CEO	$485.0K 0.01% of portfolio	6.5K shares	Q3 2024 Held for 1y 2m	$4.9B

Net Capital Flow

Institutional buying and selling activity for BBSC in Q3 2025

Traded: −$30.6M
Buyers: 12
Sellers: 9
Total Bought: +$5.4M
Total Sold: −$36.0M
Avg Position: $17.7M

Biggest Buyers

Institution	Net Bought	Current Position
GOLDMAN SACHS GROUP INC Institution	+$3.7M +49.4K shares	$4.5M 60.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$1.3M +17.0K shares	$1.3M 17.0K shares
L LPL Financial LLC Institution	+$151.7K +2.0K shares	$4.3M 57.5K shares
F Financial Engines Advisors L.L.C. Institution	+$142.3K +1.9K shares	$1.6M 21.6K shares
We Are One Seven, LLC RIA/Wealth	+$33.2K +448.0 shares	$338.7K 4.6K shares
A Advisor Group Holdings, Inc. Institution	+$32.2K +441.0 shares	$1.0M 13.9K shares
IAG Wealth Partners, LLC RIA/Wealth	+$27.2K +367.0 shares	$5.0M 67.2K shares
Geneos Wealth Management Inc. RIA/Wealth	+$26.7K +360.0 shares	$127.5K 1.7K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$9.5K +128.0 shares	$52.9K 714.0 shares
ORG Partners LLC RIA/Wealth	+$3.4K +46.0 shares	$3.4K 46.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$29.0M −391.4K shares	$432.2M 5.8M shares
F FLOW TRADERS U.S. LLC Institution	−$5.6M −75.8K shares	$1.3M 17.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$696.4K −10.6K shares	Sold Off 0 shares
Janney Montgomery Scott LLC RIA/Wealth	−$577.0K −7.8K shares	$8.5M 114.9K shares
BANK OF AMERICA CORP /DE/ Institution	−$78.1K −1.1K shares	$88.7K 1.2K shares
Perigon Wealth Management, LLC RIA/Wealth	−$5.0K −67.0 shares	$485.0K 6.5K shares
LGT Financial Advisors LLC RIA/Wealth	−$594.2 −8.0 shares	$4.3K 58.0 shares
Ameritas Advisory Services, LLC RIA/Wealth	−$330.0 −5.0 shares	Sold Off 0 shares
Global Retirement Partners, LLC RIA/Wealth	−$74.2 −1.0 shares	$964.0 13.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBSC in Q3 2025

New Positions: 1
New Value: $3.4K
Exited Positions: 2
Exited Value: $696.7K

New Positions

Institution	Position Value
ORG Partners LLC RIA/Wealth	$3.4K 46.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$696.4K 10.6K shares
Ameritas Advisory Services, LLC RIA/Wealth	$330.0 5.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BBSC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBSC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
IAG Wealth Partners, LLC RIA/Wealth	Lori Ann Watt President	0.60% $5.0M	67.2K shares	Q1 2023 Held for 2y 8m	$832.4M
F FLOW TRADERS U.S. LLC Institution	-	0.06% $1.3M	17.7K shares	Q1 2024 Held for 1y 8m	$2.1B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	0.03% $432.2M	5.8M shares	Q1 2021 Held for 4y 8m	$1.56T
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	0.02% $8.5M	114.9K shares	Q2 2023 Held for 2y 5m	$40.0B
Perigon Wealth Management, LLC RIA/Wealth	Arthur John Ambarik CEO	0.01% $485.0K	6.5K shares	Q3 2024 Held for 1y 2m	$4.9B
Key FInancial Inc RIA/Wealth	Patricia Clark Brennan CEO	0.01% $51.6K	692.0 shares	Q1 2024 Held for 1y 8m	$541.0M
LGT Financial Advisors LLC RIA/Wealth	John Eric Bullman CIO	0.01% $4.3K	58.0 shares	Q3 2023 Held for 2y 2m	$45.5M
We Are One Seven, LLC RIA/Wealth	Richard Julius Gross President	0.01% $338.7K	4.6K shares	Q2 2025 Held for 5 months	$4.3B
Geneos Wealth Management Inc. RIA/Wealth	Ryan Wesley Diachok CEO	0.00% $127.5K	1.7K shares	Q2 2023 Held for 2y 5m	$3.9B
F Financial Engines Advisors L.L.C. Institution	-	0.00% $1.6M	21.6K shares	Q1 2025 Held for 8 months	$52.4B