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1834 Investment Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

1834 Investment Advisors’s Portfolio BBCA Stock Details BBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-346
Closed -$20K – 499
2021
Q1 		$20K Buy
346
+1
+0.3% +$57 ﹤0.01% 325
2020
Q4 		$19K Buy
+345
New +$17.6K ﹤0.01% 320

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1834 Investment Advisors's BBCA Position: Q2 2021 in Review

1834 Investment Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2021, closing a stake of 346 shares — an estimated $20K sold.

1834 Investment Advisors first reported a position in BBCA in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 91 funds tracked by Wall St. Rank hold BBCA as of Q2 2021.

  • 1834 Investment Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 346 JPMorgan BetaBuilders Canada ETF shares in Q2 2021, an estimated $20K.
  • 1834 Investment Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2020 and held it in 2 quarters.
  • 1834 Investment Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $20K in Q1 2021.
  • 91 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2021.

Based on 1834 Investment Advisors's 13F filing for Q2 2021, filed 17 Aug 2021.