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 Q2	$14K	Hold	141	–	–	﹤0.01%	935
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Bartlett & Co Wealth Management's BBCA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q2 2026 at 141 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Bartlett & Co Wealth Management first reported a position in BBCA in Q1 2022 and has held it in 9 quarters since. The position peaked at $17.5K in Q4 2025. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Bartlett & Co Wealth Management held 141 shares of JPMorgan BetaBuilders Canada ETF worth $14K as of Q2 2026.
Bartlett & Co Wealth Management left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #935 holding.
Bartlett & Co Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2022 and has held it in 9 quarters since.
Bartlett & Co Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $17.5K in Q4 2025.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.