Blue Trust Inc’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Blue Trust Inc’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	$65.8K	Hold	662	–	–	﹤0.01%	1227
2026 Q1	$62.3K	Sell	662 -9	-1%	-$860	﹤0.01%	1236
2025 Q4	$62.4K	Buy	671 +9	+1%	+$801	﹤0.01%	1267
2025 Q3	$57.7K	Hold	662	–	–	﹤0.01%	1341
2025 Q2	$53.4K	Buy	+662	New	+$50.2K	﹤0.01%	1440
2025 Q1	–	Sell	-1,003	Closed	-$70.8K	–	2485
2024 Q4	$70.8K	Buy	1,003 +499	+99%	+$36.3K	﹤0.01%	1089
2024 Q3	$32.7K	Buy	504 +284	+129%	+$19.5K	﹤0.01%	1747
2024 Q2	$14.7K	Buy	220 +7	+3%	+$460	﹤0.01%	1796
2024 Q1	$14.2K	Buy	213 +5	+2%	+$322	﹤0.01%	1347
2023 Q4	$12K	Buy	208 +149	+253%	+$8.83K	﹤0.01%	1504
2023 Q3	$4K	Buy	+59	New	+$3.58K	﹤0.01%	1676

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 $103B AUM 28.65% 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

Blue Trust Inc's BBCA Position: Q2 2026 in Review

Blue Trust Inc held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q2 2026 at 662 shares worth $65.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Blue Trust Inc first reported a position in BBCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $70.8K in Q4 2024. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Blue Trust Inc held 662 shares of JPMorgan BetaBuilders Canada ETF worth $65.8K as of Q2 2026.
Blue Trust Inc left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1227 holding.
Blue Trust Inc first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and has held it in 11 quarters since.
Blue Trust Inc's JPMorgan BetaBuilders Canada ETF position peaked at $70.8K in Q4 2024.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.