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IAM Advisory’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

IAM Advisory’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 		– Sell
-345,742
Closed -$22.4M – 74
2021
Q2 		$22.4M Buy
+345,742
New +$22M 2.94% 11

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM

IAM Advisory's BBCA Position: Q3 2021 in Review

IAM Advisory sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q3 2021, closing a stake of 345,742 shares — an estimated $22.4M sold.

IAM Advisory first reported a position in BBCA in Q2 2021 and held it in 1 quarter. The position peaked at $22.4M in Q2 2021. 100 funds tracked by Wall St. Rank hold BBCA as of Q3 2021.

  • IAM Advisory reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q3 2021 after selling out during the quarter.
  • IAM Advisory sold 345,742 JPMorgan BetaBuilders Canada ETF shares in Q3 2021, an estimated $22.4M.
  • IAM Advisory first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2021 and held it in 1 quarter.
  • IAM Advisory's JPMorgan BetaBuilders Canada ETF position peaked at $22.4M in Q2 2021.
  • 100 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2021.

Based on IAM Advisory's 13F filing for Q3 2021, filed 14 Oct 2021.