Family Asset Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Family Asset 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
2024 Q3	$795	Hold	11	–	–	﹤0.01%	201
2024 Q2	$715	Hold	11	–	–	﹤0.01%	202
2024 Q1	$735	Hold	11	–	–	﹤0.01%	183
2023 Q4	$705	Hold	11	–	–	﹤0.01%	181
2023 Q3	$640	Hold	11	–	–	﹤0.01%	175
2023 Q2	$674	Hold	11	–	–	﹤0.01%	179
2023 Q1	$655	Hold	11	–	–	﹤0.01%	170
2022 Q4	$630	Buy	+11	New	+$635	﹤0.01%	161

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

RIG

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

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

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

Family Asset Management's BBCA Position: Q3 2024 in Review

Family Asset Management held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q3 2024 at 11 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Family Asset Management first reported a position in BBCA in Q4 2022 and has held it in 8 quarters since. 195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

Family Asset Management held 11 shares of JPMorgan BetaBuilders Canada ETF worth $795 as of Q3 2024.
Family Asset Management left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q3 2024.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Family Asset Management's portfolio in Q3 2024, its #201 holding.
Family Asset Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2022 and has held it in 8 quarters since.
195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.