EP Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

EP Wealth Advisors’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 Q2	$111K	Buy	+1,373	New	+$104K	﹤0.01%	1365
2025 Q1	–	Sell	-1,845	Closed	-$130K	–	1292
2024 Q4	$130K	Buy	1,845 +255	+16%	+$18.6K	﹤0.01%	1166
2024 Q3	$115K	Buy	+1,590	New	+$109K	﹤0.01%	1128

Other funds holding BBCA

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's BBCA Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2025: 1,373 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BBCA as recently as Q4 2024.

EP Wealth Advisors first reported a position in BBCA in Q3 2024 and has held it in 3 quarters since. The position peaked at $130K in Q4 2024. 212 funds tracked by Wall St. Rank hold BBCA as of Q2 2025.

EP Wealth Advisors held 1,373 shares of JPMorgan BetaBuilders Canada ETF worth $111K as of Q2 2025.
JPMorgan BetaBuilders Canada ETF was a new EP Wealth Advisors position in Q2 2025.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1365 holding.
EP Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2024 and has held it in 3 quarters since.
EP Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $130K in Q4 2024.
212 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.