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LRI Investments’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

LRI Investments’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
Q2 		– Sell
-595
Closed -$42.6K – 1269
2025
Q1 		$42.6K Buy
+595
New +$42.9K ﹤0.01% 557

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
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
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LRI Investments's BBCA Position: Q2 2025 in Review

LRI Investments sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2025, closing a stake of 595 shares — an estimated $42.6K sold.

LRI Investments first reported a position in BBCA in Q1 2025 and held it in 1 quarter. The position peaked at $42.6K in Q1 2025. 212 funds tracked by Wall St. Rank hold BBCA as of Q2 2025.

  • LRI Investments reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2025 after selling out during the quarter.
  • LRI Investments sold 595 JPMorgan BetaBuilders Canada ETF shares in Q2 2025, an estimated $42.6K.
  • LRI Investments first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2025 and held it in 1 quarter.
  • LRI Investments's JPMorgan BetaBuilders Canada ETF position peaked at $42.6K in Q1 2025.
  • 212 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2025.

Based on LRI Investments's 13F filing for Q2 2025, filed 25 Jul 2025.