Institutional & Family Asset Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Institutional & Family Asset Management’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
2023 Q4	–	Sell	-26	Closed	-$1.51K	–	713
2023 Q3	$1.51K	Buy	+26	New	+$1.58K	﹤0.01%	576

Other funds holding BBCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RJA

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

EPM

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

Institutional & Family Asset Management's BBCA Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 26 shares — an estimated $1.51K sold.

Institutional & Family Asset Management first reported a position in BBCA in Q3 2023 and held it in 1 quarter. The position peaked at $1.51K in Q3 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

Institutional & Family Asset Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 26 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $1.51K.
Institutional & Family Asset Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 1 quarter.
Institutional & Family Asset Management's JPMorgan BetaBuilders Canada ETF position peaked at $1.51K in Q3 2023.
163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.