Brophy Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Brophy 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
2024 Q3	$202K	Buy	+2,801	New	+$192K	0.07%	208

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brophy Wealth Management's BBCA Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2024: 2,801 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #208 among its holdings.

195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

Brophy Wealth Management held 2,801 shares of JPMorgan BetaBuilders Canada ETF worth $202K as of Q3 2024.
JPMorgan BetaBuilders Canada ETF was a new Brophy Wealth Management position in Q3 2024.
JPMorgan BetaBuilders Canada ETF made up 0.07% of Brophy Wealth Management's portfolio in Q3 2024, its #208 holding.
195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.