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
2026 Q2	$452K	Buy	+4,550	New	+$452K	﹤0.01%	1070
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 $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

EP Wealth Advisors's BBCA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026: 4,550 shares worth $452K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in BBCA as recently as Q2 2025.

EP Wealth Advisors first reported a position in BBCA in Q3 2024 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

EP Wealth Advisors held 4,550 shares of JPMorgan BetaBuilders Canada ETF worth $452K as of Q2 2026.
JPMorgan BetaBuilders Canada ETF was a new EP Wealth Advisors position in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1070 holding.
EP Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2024 and has held it in 4 quarters since.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

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