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Alpha Financial Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Alpha Financial Partners’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
2024
Q4 		– Sell
-4,111
Closed -$297K – 89
2024
Q3 		$297K Buy
+4,111
New +$282K 0.21% 76

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Alpha Financial Partners's BBCA Position: Q4 2024 in Review

Alpha Financial Partners sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2024, closing a stake of 4,111 shares — an estimated $297K sold.

Alpha Financial Partners first reported a position in BBCA in Q3 2024 and held it in 1 quarter. The position peaked at $297K in Q3 2024. 204 funds tracked by Wall St. Rank hold BBCA as of Q4 2024.

  • Alpha Financial Partners reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 4,111 JPMorgan BetaBuilders Canada ETF shares in Q4 2024, an estimated $297K.
  • Alpha Financial Partners first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's JPMorgan BetaBuilders Canada ETF position peaked at $297K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.