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BBSCBBSC
5 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND

Steward Partners Investment Advisory, LLC holds 892 shares of BBSC (JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND), worth $81,930 as of 2026-Q2. The position was decreased (-0.5% shares). BBSC represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$81,930

Current Shares

892

Total Value Change

+$43,266

Total Shares Change

+306

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
892
-0.5%
$81,9300.0%$91.85
0
2026-Q1
Increased
896
+25.5%
$67,2590.0%$78.35
26
2025-Q4
Unchanged
714
0.0%
$53,0640.0%$75.09
0
2025-Q3
Increased
714
+21.8%
$52,9360.0%$73.86
25
2025-Q2
New
586
-
$38,6640.0%$65.38
28

Other major holders of BBSC: JPMORGAN CHASE & CO

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