BCWM
BBCA icon

Bartlett & Co Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Bartlett & Co Wealth Management’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
2026
Q1 		$14K Sell
141
-47
-25% -$4.49K ﹤0.01% 874
2025
Q4 		$17.5K Hold
188
– – ﹤0.01% 841
2025
Q3 		$16.4K Hold
188
– – ﹤0.01% 856
2025
Q2 		$15.2K Hold
188
– – ﹤0.01% 860
2025
Q1 		$13.5K Hold
188
– – ﹤0.01% 880
2024
Q4 		$13.3K Hold
188
– – ﹤0.01% 876
2024
Q3 		$13.6K Buy
+188
New +$12.9K ﹤0.01% 880
2022
Q2 		– Sell
-152
Closed -$10.7K – 1302
2022
Q1 		$10.7K Buy
+152
New +$10.2K ﹤0.01% 821

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return