JP Morgan Private Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$375K	Sell	6,457 -9,728	-60%	-$590K	﹤0.01%	1364
2023 Q2	$991K	Sell	16,185 -1,092	-6%	-$66.1K	0.01%	767
2023 Q1	$1.03M	Sell	17,277 -713	-4%	-$42.7K	﹤0.01%	1150
2022 Q4	$1.03M	Buy	17,990 +139	+0.8%	+$8.02K	﹤0.01%	1128
2022 Q3	$954K	Buy	17,851 +3,619	+25%	+$215K	﹤0.01%	1158
2022 Q2	$836K	Sell	14,232 -1,905	-12%	-$123K	﹤0.01%	1226
2022 Q1	$1.13M	Sell	16,137 -393	-2%	-$26.5K	﹤0.01%	1161
2021 Q4	$1.11M	Buy	16,530 +1,856	+13%	+$124K	﹤0.01%	1191
2021 Q3	$924K	Buy	14,674 +471	+3%	+$30.4K	﹤0.01%	1250
2021 Q2	$919K	Buy	+14,203	New	+$902K	﹤0.01%	1237
2020 Q3	–	Sell	-8,950	Closed	-$405K	–	1599
2020 Q2	$405K	Sell	8,950 -3,287	-27%	-$140K	﹤0.01%	1193
2020 Q1	$465K	Buy	+12,237	New	+$585K	﹤0.01%	958

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BBCA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 60% in Q3 2023, selling an estimated $590K and leaving 6,457 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

JP Morgan Private Wealth Advisors first reported a position in BBCA in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.13M in Q1 2022. 152 funds tracked by Wall St. Rank hold BBCA as of Q3 2023.

JP Morgan Private Wealth Advisors held 6,457 shares of JPMorgan BetaBuilders Canada ETF worth $375K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 9,728 JPMorgan BetaBuilders Canada ETF shares in Q3 2023, an estimated $590K.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1364 holding.
JP Morgan Private Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2020 and has held it in 12 quarters since.
JP Morgan Private Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $1.13M in Q1 2022.
152 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.