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Aspen Grove Capital’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Aspen Grove Capital’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
2023
Q4 		– Sell
-6,114
Closed -$356K – 191
2023
Q3 		$356K Hold
6,114
– – 0.13% 104
2023
Q2 		$375K Hold
6,114
– – 0.12% 125
2023
Q1 		$364K Hold
6,114
– – 0.16% 103
2022
Q4 		$350K Buy
+6,114
New +$353K 0.16% 102

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Aspen Grove Capital's BBCA Position: Q4 2023 in Review

Aspen Grove Capital sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 6,114 shares — an estimated $356K sold.

Aspen Grove Capital first reported a position in BBCA in Q4 2022 and held it in 4 quarters. The position peaked at $375K in Q2 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

  • Aspen Grove Capital reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
  • Aspen Grove Capital sold 6,114 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $356K.
  • Aspen Grove Capital first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2022 and held it in 4 quarters.
  • Aspen Grove Capital's JPMorgan BetaBuilders Canada ETF position peaked at $375K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Aspen Grove Capital's 13F filing for Q4 2023, filed 14 Feb 2024.