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Homrich & Berg’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Homrich & Berg’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
2021
Q3 		$835K Buy
+13,272
New +$856K 0.02% 236

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM

Homrich & Berg's BBCA Position: Q3 2021 in Review

Homrich & Berg opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2021: 13,272 shares worth $835K. The stake represents 0.02% of the portfolio and ranks #236 among its holdings.

100 funds tracked by Wall St. Rank hold BBCA as of Q3 2021.

  • Homrich & Berg held 13,272 shares of JPMorgan BetaBuilders Canada ETF worth $835K as of Q3 2021.
  • JPMorgan BetaBuilders Canada ETF was a new Homrich & Berg position in Q3 2021.
  • JPMorgan BetaBuilders Canada ETF made up 0.02% of Homrich & Berg's portfolio in Q3 2021, its #236 holding.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.