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COMPASS FINANCIAL MANAGEMENT LLC’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$36.3K Buy
+365
New +$36.3K ﹤0.01% 747

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

COMPASS FINANCIAL MANAGEMENT LLC's BBCA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026: 365 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 365 shares of JPMorgan BetaBuilders Canada ETF worth $36.3K as of Q2 2026.
  • JPMorgan BetaBuilders Canada ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #747 holding.
  • 212 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.