Beverly Hills Private Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Beverly Hills Private Wealth’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	$247K	Buy	2,482 +92	+4%	+$9.15K	0.05%	222
2026 Q1	$225K	Buy	2,390 +30	+1%	+$2.87K	0.04%	312
2025 Q4	$219K	Buy	2,360 +16	+0.7%	+$1.42K	0.04%	308
2025 Q3	$204K	Buy	+2,344	New	+$195K	0.04%	327

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 22.9% 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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 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

Beverly Hills Private Wealth's BBCA Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 3.8% in Q2 2026, buying an estimated $9.15K and bringing the position to 2,482 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #222.

Beverly Hills Private Wealth first reported a position in BBCA in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Beverly Hills Private Wealth held 2,482 shares of JPMorgan BetaBuilders Canada ETF worth $247K as of Q2 2026.
Beverly Hills Private Wealth bought 92 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $9.15K.
JPMorgan BetaBuilders Canada ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #222 holding.
Beverly Hills Private Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2025 and has held it in 4 quarters since.
260 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.