Financial Life Planners’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Financial Life Planners’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 Q1	–	Sell	-5	Closed	-$360	–	117
2024 Q4	$360	Buy	+5	New	+$364	﹤0.01%	371

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 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

RIG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Life Planners's BBCA Position: Q1 2025 in Review

Financial Life Planners sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2025, closing a stake of 5 shares — an estimated $360 sold.

Financial Life Planners first reported a position in BBCA in Q4 2024 and held it in 1 quarter. The position peaked at $360 in Q4 2024. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

Financial Life Planners reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 5 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $360.
Financial Life Planners first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2024 and held it in 1 quarter.
Financial Life Planners's JPMorgan BetaBuilders Canada ETF position peaked at $360 in Q4 2024.
183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.