Curi RMB Capital’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Curi RMB Capital’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 Q4	–	Sell	-4,026	Closed	-$351K	–	878
2025 Q3	$351K	Hold	4,026	–	–	0.01%	576
2025 Q2	$325K	Buy	+4,026	New	+$305K	0.01%	575
2024 Q4	–	Sell	-2,816	Closed	-$204K	–	517
2024 Q3	$204K	Sell	2,816 -724	-20%	-$49.7K	﹤0.01%	530
2024 Q2	$230K	Hold	3,540	–	–	0.01%	505
2024 Q1	$237K	Hold	3,540	–	–	0.01%	525
2023 Q4	$227K	Hold	3,540	–	–	0.01%	479
2023 Q3	$206K	Hold	3,540	–	–	0.01%	482
2023 Q2	$217K	Buy	+3,540	New	+$214K	0.01%	479

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Curi RMB Capital's BBCA Position: Q4 2025 in Review

Curi RMB Capital sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 4,026 shares — an estimated $351K sold.

Curi RMB Capital first reported a position in BBCA in Q2 2023 and held it in 8 quarters. The position peaked at $351K in Q3 2025. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

Curi RMB Capital reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
Curi RMB Capital sold 4,026 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $351K.
Curi RMB Capital first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2023 and held it in 8 quarters.
Curi RMB Capital's JPMorgan BetaBuilders Canada ETF position peaked at $351K in Q3 2025.
241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Curi RMB Capital's 13F filing for Q4 2025, filed 17 Feb 2026.