HM Payson & Co’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

HM Payson & Co’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
2022 Q3	–	Sell	-474	Closed	-$28K	–	975
2022 Q2	$28K	Buy	+474	New	+$30.6K	﹤0.01%	660

Other funds holding BBCA

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

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

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

RIG

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

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

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HM Payson & Co's BBCA Position: Q3 2022 in Review

HM Payson & Co sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2022, closing a stake of 474 shares — an estimated $28K sold.

HM Payson & Co first reported a position in BBCA in Q2 2022 and held it in 1 quarter. The position peaked at $28K in Q2 2022. 130 funds tracked by Wall St. Rank hold BBCA as of Q3 2022.

HM Payson & Co reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2022 after selling out during the quarter.
HM Payson & Co sold 474 JPMorgan BetaBuilders Canada ETF shares in Q3 2022, an estimated $28K.
HM Payson & Co first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2022 and held it in 1 quarter.
HM Payson & Co's JPMorgan BetaBuilders Canada ETF position peaked at $28K in Q2 2022.
130 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2022.

Based on HM Payson & Co's 13F filing for Q3 2022, filed 25 Oct 2022.