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Cooksen Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Cooksen Wealth’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 		$249K Hold
2,647
– – 0.18% 43
2025
Q4 		$246K Sell
2,647
-395
-13% -$35.2K 0.18% 45
2025
Q3 		$265K Hold
3,042
– – 0.2% 44
2025
Q2 		$245K Sell
3,042
-686
-18% -$52K 0.2% 44
2025
Q1 		$249K Buy
3,728
+686
+23% +$49.4K 0.25% 43
2024
Q4 		$215K Hold
3,042
– – 0.2% 44
2024
Q3 		$220K Buy
+3,042
New +$209K 0.21% 45
2024
Q2 		– Sell
-3,728
Closed -$249K – 45
2024
Q1 		$249K Hold
3,728
– – 0.26% 43
2023
Q4 		$239K Buy
+3,728
New +$221K 0.27% 43

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return