FineMark National Bank & Trust’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

FineMark National Bank & Trust’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	$586K	Hold	6,305	–	–	0.02%	287
2025 Q3	$550K	Sell	6,305 -76	-1%	-$6.34K	0.02%	299
2025 Q2	$515K	Buy	6,381 +76	+1%	+$5.76K	0.02%	299
2025 Q1	$451K	Hold	6,305	–	–	0.02%	304
2024 Q4	$445K	Hold	6,305	–	–	0.02%	296
2024 Q3	$456K	Hold	6,305	–	–	0.02%	295
2024 Q2	$410K	Hold	6,305	–	–	0.02%	303
2024 Q1	$421K	Hold	6,305	–	–	0.02%	301
2023 Q4	$404K	Hold	6,305	–	–	0.02%	298
2023 Q3	$367K	Hold	6,305	–	–	0.02%	303
2023 Q2	$386K	Hold	6,305	–	–	0.02%	309
2023 Q1	$375K	Hold	6,305	–	–	0.02%	306
2022 Q4	$361K	Hold	6,305	–	–	0.02%	297
2022 Q3	$337K	Hold	6,305	–	–	0.02%	300
2022 Q2	$370K	Hold	6,305	–	–	0.02%	308
2022 Q1	$442K	Hold	6,305	–	–	0.02%	307
2021 Q4	$424K	Buy	+6,305	New	+$421K	0.02%	323

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 $103B AUM 28.65% 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

FineMark National Bank & Trust's BBCA Position: Q4 2025 in Review

FineMark National Bank & Trust held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q4 2025 at 6,305 shares worth $586K. The position accounts for 0.02% of the portfolio, ranked #287.

FineMark National Bank & Trust first reported a position in BBCA in Q4 2021 and has held it in 17 quarters since. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

FineMark National Bank & Trust held 6,305 shares of JPMorgan BetaBuilders Canada ETF worth $586K as of Q4 2025.
FineMark National Bank & Trust left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q4 2025.
JPMorgan BetaBuilders Canada ETF made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #287 holding.
FineMark National Bank & Trust first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and has held it in 17 quarters since.
241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.