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Lee Financial’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-54
Closed -$3.46K – 220
2023
Q4 		$3.46K Buy
+54
New +$3.2K ﹤0.01% 620
2022
Q2 		– Sell
-24
Closed -$2K – 857
2022
Q1 		$2K Hold
24
– – ﹤0.01% 616
2021
Q4 		$2K Buy
+24
New +$1.6K ﹤0.01% 708

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's BBCA Position: Q1 2024 in Review

Lee Financial sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2024, closing a stake of 54 shares — an estimated $3.46K sold.

Lee Financial first reported a position in BBCA in Q4 2021 and held it in 3 quarters. The position peaked at $3.46K in Q4 2023. 171 funds tracked by Wall St. Rank hold BBCA as of Q1 2024.

  • Lee Financial reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 54 JPMorgan BetaBuilders Canada ETF shares in Q1 2024, an estimated $3.46K.
  • Lee Financial first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 3 quarters.
  • Lee Financial's JPMorgan BetaBuilders Canada ETF position peaked at $3.46K in Q4 2023.
  • 171 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.