Corient Private Wealth
BBCA icon

Corient Private Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Corient Private 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
Q2 		$2.09M Buy
21,005
+2,769
+15% +$275K ﹤0.01% 1363
2026
Q1 		$1.57M Sell
18,236
-72,947
-80% -$6.97M ﹤0.01% 1394
2025
Q4 		$8.53M Sell
91,183
-3,845
-4% -$342K 0.01% 604
2025
Q3 		$8.29M Sell
95,028
-3,630
-4% -$303K 0.01% 560
2025
Q2 		$7.96M Buy
98,658
+2,344
+2% +$178K 0.01% 575
2025
Q1 		$6.89M Sell
96,314
-15,349
-14% -$1.11M 0.01% 595
2024
Q4 		$7.61M Sell
111,663
-1,872
-2% -$136K 0.01% 581
2024
Q3 		$8.21M Sell
113,535
-11,818
-9% -$810K 0.01% 615
2024
Q2 		$8.14M Sell
125,353
-6,538
-5% -$429K 0.01% 574
2024
Q1 		$8.81M Sell
131,891
-2,594
-2% -$167K 0.02% 559
2023
Q4 		$8.62M Sell
134,485
-9,957
-7% -$590K 0.02% 551
2023
Q3 		$8.4M Sell
144,442
-53,154
-27% -$3.22M 0.02% 515
2023
Q2 		$12.1M Sell
197,596
-4,548
-2% -$275K 0.03% 443
2023
Q1 		$12M Buy
202,144
+3,812
+2% +$228K 0.03% 408
2022
Q4 		$11.4M Buy
+198,332
New +$11.4M 0.04% 351

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 $104B AUM 28.3% 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

Corient Private Wealth's BBCA Position: Q2 2026 in Review

Corient Private Wealth increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 15% in Q2 2026, buying an estimated $275K and bringing the position to 21,005 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Corient Private Wealth first reported a position in BBCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q2 2023. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Corient Private Wealth held 21,005 shares of JPMorgan BetaBuilders Canada ETF worth $2.09M as of Q2 2026.
  • Corient Private Wealth bought 2,769 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $275K.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1363 holding.
  • Corient Private Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's JPMorgan BetaBuilders Canada ETF position peaked at $12.1M in Q2 2023.
  • 261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.