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Ehrlich Financial Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Ehrlich Financial Group’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
-4,457
Closed -$315K – 103
2024
Q4 		$315K Buy
4,457
+346
+8% +$25.2K 0.22% 81
2024
Q3 		$297K Buy
+4,111
New +$282K 0.21% 76

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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

Ehrlich Financial Group's BBCA Position: Q1 2025 in Review

Ehrlich Financial Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 4,457 shares — an estimated $315K sold.

Ehrlich Financial Group first reported a position in BBCA in Q3 2024 and held it in 2 quarters. The position peaked at $315K in Q4 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

  • Ehrlich Financial Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,457 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $315K.
  • Ehrlich Financial Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2024 and held it in 2 quarters.
  • Ehrlich Financial Group's JPMorgan BetaBuilders Canada ETF position peaked at $315K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Ehrlich Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.