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Coppell Advisory Solutions’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-57
Closed -$4.01K – 467
2024
Q4 		$4.01K Sell
57
-3
-5% -$218 ﹤0.01% 1382
2024
Q3 		$4.33K Hold
60
– – ﹤0.01% 1285
2024
Q2 		$3.9K Buy
+60
New +$3.94K ﹤0.01% 1253
2023
Q4 		$1.73K Buy
+27
New +$1.6K ﹤0.01% 1316

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions's BBCA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 57 shares — an estimated $4.01K sold.

Coppell Advisory Solutions first reported a position in BBCA in Q4 2023 and held it in 4 quarters. The position peaked at $4.33K in Q3 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 57 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $4.01K.
  • Coppell Advisory Solutions first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's JPMorgan BetaBuilders Canada ETF position peaked at $4.33K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.