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Caldwell Trust’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Caldwell Trust’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
2025
Q4 		– Sell
-196
Closed -$17.1K – 757
2025
Q3 		$17.1K Hold
196
– – ﹤0.01% 584
2025
Q2 		$15.8K Buy
+196
New +$14.8K ﹤0.01% 588
2024
Q2 		– Sell
-135
Closed -$9.02K – 695
2024
Q1 		$9.02K Buy
+135
New +$8.69K ﹤0.01% 626

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Caldwell Trust's BBCA Position: Q4 2025 in Review

Caldwell Trust sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 196 shares — an estimated $17.1K sold.

Caldwell Trust first reported a position in BBCA in Q1 2024 and held it in 3 quarters. The position peaked at $17.1K in Q3 2025. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

  • Caldwell Trust reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Trust sold 196 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $17.1K.
  • Caldwell Trust first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2024 and held it in 3 quarters.
  • Caldwell Trust's JPMorgan BetaBuilders Canada ETF position peaked at $17.1K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Caldwell Trust's 13F filing for Q4 2025, filed 30 Jan 2026.