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Cape Investment Advisory’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cape Investment Advisory’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 		$5.27K Buy
+53
New +$5.27K ﹤0.01% 1016
2026
Q1 		– Sell
-60
Closed -$5.58K – 307
2025
Q4 		$5.58K Buy
+60
New +$5.34K ﹤0.01% 878

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
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
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
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Cape Investment Advisory's BBCA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026: 53 shares worth $5.27K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BBCA as recently as Q4 2025.

Cape Investment Advisory first reported a position in BBCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.58K in Q4 2025. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Cape Investment Advisory held 53 shares of JPMorgan BetaBuilders Canada ETF worth $5.27K as of Q2 2026.
  • JPMorgan BetaBuilders Canada ETF was a new Cape Investment Advisory position in Q2 2026.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1016 holding.
  • Cape Investment Advisory first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's JPMorgan BetaBuilders Canada ETF position peaked at $5.58K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.