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

EP Wealth Advisors’s Portfolio BBCA Stock Details BBCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$111K Buy
+1,373
New +$111K ﹤0.01% 1365
2025
Q1 		– Sell
-1,845
Closed -$130K – 1292
2024
Q4 		$130K Buy
1,845
+255
+16% +$18K ﹤0.01% 1166
2024
Q3 		$115K Buy
+1,590
New +$115K ﹤0.01% 1128