Evercore Wealth Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Evercore Wealth Management’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	-3,487	Closed	-$304K	–	422
2025 Q3	$304K	Hold	3,487	–	–	﹤0.01%	346
2025 Q2	$281K	Hold	3,487	–	–	﹤0.01%	343
2025 Q1	$250K	Hold	3,487	–	–	﹤0.01%	365
2024 Q4	$246K	Buy	+3,487	New	+$254K	﹤0.01%	370

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 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Evercore Wealth Management's BBCA Position: Q4 2025 in Review

Evercore Wealth Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 3,487 shares — an estimated $304K sold.

Evercore Wealth Management first reported a position in BBCA in Q4 2024 and held it in 4 quarters. The position peaked at $304K in Q3 2025. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

Evercore Wealth Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
Evercore Wealth Management sold 3,487 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $304K.
Evercore Wealth Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2024 and held it in 4 quarters.
Evercore Wealth Management's JPMorgan BetaBuilders Canada ETF position peaked at $304K in Q3 2025.
241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.