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Bogart Wealth LLC’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Bogart Wealth LLC’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 		– Sell
-33
Closed -$3.07K – 1830
2025
Q4 		$3.07K Hold
33
– – ﹤0.01% 1100
2025
Q3 		$2.88K Hold
33
– – ﹤0.01% 1081
2025
Q2 		$2.66K Hold
33
– – ﹤0.01% 1051
2025
Q1 		$2.36K Buy
+33
New +$2.38K ﹤0.01% 1038
2022
Q4 		– Sell
-32
Closed -$2K – 1061
2022
Q3 		$2K Buy
+32
New +$1.9K ﹤0.01% 808

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Bogart Wealth LLC's BBCA Position: Q1 2026 in Review

Bogart Wealth LLC sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2026, closing a stake of 33 shares — an estimated $3.07K sold.

Bogart Wealth LLC first reported a position in BBCA in Q3 2022 and held it in 5 quarters. The position peaked at $3.07K in Q4 2025. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

  • Bogart Wealth LLC reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 33 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $3.07K.
  • Bogart Wealth LLC first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2022 and held it in 5 quarters.
  • Bogart Wealth LLC's JPMorgan BetaBuilders Canada ETF position peaked at $3.07K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.