Cascade Financial Partners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cascade Financial Partners’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	$319K	Buy	+3,209	New	+$319K	0.03%	220

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Cascade Financial Partners's BBCA Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026: 3,209 shares worth $319K. The stake represents 0.03% of the portfolio and ranks #220 among its holdings.

262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Cascade Financial Partners held 3,209 shares of JPMorgan BetaBuilders Canada ETF worth $319K as of Q2 2026.
JPMorgan BetaBuilders Canada ETF was a new Cascade Financial Partners position in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #220 holding.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.