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Carolinas Wealth Consulting’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-88
Closed -$6.3K – 85
2025
Q1 		$6.3K Hold
88
– – ﹤0.01% 575
2024
Q4 		$6.21K Hold
88
– – ﹤0.01% 605
2024
Q3 		$6.36K Hold
88
– – ﹤0.01% 630
2024
Q2 		$5.72K Hold
88
– – ﹤0.01% 634
2024
Q1 		$5.88K Buy
+88
New +$5.67K ﹤0.01% 625

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Carolinas Wealth Consulting's BBCA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2025, closing a stake of 88 shares — an estimated $6.3K sold.

Carolinas Wealth Consulting first reported a position in BBCA in Q1 2024 and held it in 5 quarters. The position peaked at $6.36K in Q3 2024. 212 funds tracked by Wall St. Rank hold BBCA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 88 JPMorgan BetaBuilders Canada ETF shares in Q2 2025, an estimated $6.3K.
  • Carolinas Wealth Consulting first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's JPMorgan BetaBuilders Canada ETF position peaked at $6.36K in Q3 2024.
  • 212 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.