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Position history for LPL Financial LLCLPL Financial LLC's holdings in JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND

LPL Financial LLC holds 75,865 shares of BBSC (JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND), worth $7M as of 2026-Q2. The position was decreased (-0.5% shares). BBSC represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$7M

Current Shares

75,865

Total Value Change

+$3.8M

Total Shares Change

+29,573

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
75,865
-0.5%
$7M0.0%$91.85
0
2026-Q1
Increased
76,226
+27.2%
$5.7M0.0%$78.35
34
2025-Q4
Increased
59,929
+4.3%
$4.5M0.0%$75.09
28
2025-Q3
Increased
57,457
+3.7%
$4.3M0.0%$73.86
28
2025-Q2
Increased
55,411
+0.3%
$3.7M0.0%$65.38
27
2025-Q1
Increased
55,223
+11.5%
$3.3M0.0%$60.03
30
2024-Q4
Increased
49,533
+7.0%
$3.4M0.0%$67.46
28
2024-Q3
Increased
46,292
+37.8%
$3.1M0.0%$66.14
35

Other major holders of BBSC: JPMORGAN CHASE & CO

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