Compass Financial Management
BBCA icon

Compass Financial Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Compass Financial Management’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
Q3 		$36.6K Hold
365
– – ﹤0.01% 805
2026
Q2 		$36.3K Buy
+365
New +$36.3K ﹤0.01% 747

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Tradewinds Capital Management
Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Compass Financial Management's BBCA Position: Q3 2026 in Review

Compass Financial Management held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q3 2026 at 365 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Compass Financial Management first reported a position in BBCA in Q2 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

  • Compass Financial Management held 365 shares of JPMorgan BetaBuilders Canada ETF worth $36.6K as of Q3 2026.
  • Compass Financial Management left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q3 2026.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #805 holding.
  • Compass Financial Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.