Choate Investment Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Choate Investment Advisors’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 Q1	–	Sell	-1,887	Closed	-$175K	–	440
2025 Q4	$175K	Buy	+1,887	New	+$168K	﹤0.01%	432
2025 Q3	–	Sell	-2,506	Closed	-$202K	–	427
2025 Q2	$202K	Buy	+2,506	New	+$190K	﹤0.01%	397
2023 Q4	–	Sell	-2,506	Closed	-$146K	–	384
2023 Q3	$146K	Hold	2,506	–	–	0.01%	365
2023 Q2	$154K	Buy	+2,506	New	+$152K	0.01%	291
2023 Q1	–	Sell	-3,616	Closed	-$207K	–	321
2022 Q4	$207K	Buy	+3,616	New	+$209K	0.01%	260
2022 Q3	–	Sell	-3,616	Closed	-$212K	–	295
2022 Q2	$212K	Hold	3,616	–	–	0.01%	245
2022 Q1	$254K	Sell	3,616 -18	-0.5%	-$1.21K	0.01%	263
2021 Q4	$244K	Buy	+3,634	New	+$243K	0.01%	258
2021 Q2	–	Sell	-2,502	Closed	-$148K	–	344
2021 Q1	$148K	Buy	+2,502	New	+$142K	0.01%	254

Other funds holding BBCA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Choate Investment Advisors's BBCA Position: Q1 2026 in Review

Choate Investment Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2026, closing a stake of 1,887 shares — an estimated $175K sold.

Choate Investment Advisors first reported a position in BBCA in Q1 2021 and held it in 9 quarters. The position peaked at $254K in Q1 2022. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

Choate Investment Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2026 after selling out during the quarter.
Choate Investment Advisors sold 1,887 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $175K.
Choate Investment Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2021 and held it in 9 quarters.
Choate Investment Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $254K in Q1 2022.
244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.