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Atria Investments’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-9,082
Closed -$641K – 1903
2024
Q4 		$641K Sell
9,082
-2,362
-21% -$172K 0.01% 1200
2024
Q3 		$827K Buy
11,444
+2,288
+25% +$157K 0.01% 1074
2024
Q2 		$595K Buy
+9,156
New +$601K 0.01% 1218

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments's BBCA Position: Q1 2025 in Review

Atria Investments sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 9,082 shares — an estimated $641K sold.

Atria Investments first reported a position in BBCA in Q2 2024 and held it in 3 quarters. The position peaked at $827K in Q3 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

  • Atria Investments reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 9,082 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $641K.
  • Atria Investments first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2024 and held it in 3 quarters.
  • Atria Investments's JPMorgan BetaBuilders Canada ETF position peaked at $827K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.