Key Financial Inc’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Key Financial Inc’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
2025 Q4	–	Sell	-839	Closed	-$73.2K	–	1447
2025 Q3	$73.2K	Hold	839	–	–	0.01%	447
2025 Q2	$67.7K	Hold	839	–	–	0.01%	439
2025 Q1	$60K	Hold	839	–	–	0.01%	447
2024 Q4	$59.2K	Hold	839	–	–	0.01%	449
2024 Q3	$60.7K	Hold	839	–	–	0.01%	451
2024 Q2	$54.5K	Buy	+839	New	+$55.1K	0.01%	455

Other funds holding BBCA

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Key Financial Inc's BBCA Position: Q4 2025 in Review

Key Financial Inc sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 839 shares — an estimated $73.2K sold.

Key Financial Inc first reported a position in BBCA in Q2 2024 and held it in 6 quarters. The position peaked at $73.2K in Q3 2025. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

Key Financial Inc reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 839 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $73.2K.
Key Financial Inc first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2024 and held it in 6 quarters.
Key Financial Inc's JPMorgan BetaBuilders Canada ETF position peaked at $73.2K in Q3 2025.
241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.