Cadence Bank’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cadence Bank’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 Q2	–	Sell	-3,147	Closed	-$210K	–	298
2024 Q1	$210K	Sell	3,147 -386	-11%	-$24.8K	0.02%	324
2023 Q4	$227K	Hold	3,533	–	–	0.02%	308
2023 Q3	$205K	Buy	3,533 +17	+0.5%	+$1.03K	0.02%	316
2023 Q2	$215K	Hold	3,516	–	–	0.02%	318
2023 Q1	$209K	Sell	3,516 -18,053	-84%	-$1.08M	0.02%	324
2022 Q4	$1.24M	Buy	+21,569	New	+$1.24M	0.11%	133

Other funds holding BBCA

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Cadence Bank's BBCA Position: Q2 2024 in Review

Cadence Bank sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2024, closing a stake of 3,147 shares — an estimated $210K sold.

Cadence Bank first reported a position in BBCA in Q4 2022 and held it in 6 quarters. The position peaked at $1.24M in Q4 2022. 176 funds tracked by Wall St. Rank hold BBCA as of Q2 2024.

Cadence Bank reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2024 after selling out during the quarter.
Cadence Bank sold 3,147 JPMorgan BetaBuilders Canada ETF shares in Q2 2024, an estimated $210K.
Cadence Bank first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2022 and held it in 6 quarters.
Cadence Bank's JPMorgan BetaBuilders Canada ETF position peaked at $1.24M in Q4 2022.
176 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2024.

Based on Cadence Bank's 13F filing for Q2 2024, filed 13 Aug 2024.