MW
BBCA icon

Marcum Wealth’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Marcum Wealth’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
Q1 		$374K Sell
5,225
-221
-4% -$15.9K 0.03% 239
2024
Q4 		$384K Sell
5,446
-154
-3% -$11.2K 0.03% 234
2024
Q3 		$405K Sell
5,600
-59
-1% -$4.05K 0.04% 229
2024
Q2 		$368K Sell
5,659
-192
-3% -$12.6K 0.04% 240
2024
Q1 		$391K Buy
5,851
+538
+10% +$34.6K 0.04% 226
2023
Q4 		$341K Sell
5,313
-1,168
-18% -$69.2K 0.04% 232
2023
Q3 		$377K Sell
6,481
-430
-6% -$26.1K 0.05% 208
2023
Q2 		$423K Sell
6,911
-134
-2% -$8.11K 0.05% 199
2023
Q1 		$419K Buy
7,045
+896
+15% +$53.6K 0.05% 200
2022
Q4 		$352K Sell
6,149
-1,169
-16% -$67.4K 0.05% 215
2022
Q3 		$391K Sell
7,318
-20
-0.3% -$1.19K 0.06% 191
2022
Q2 		$431K Buy
7,338
+4,340
+145% +$280K 0.06% 178
2022
Q1 		$210K Buy
+2,998
New +$202K 0.03% 312

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $67.7B AUM 51.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marcum Wealth's BBCA Position: Q1 2025 in Review

Marcum Wealth reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 4.1% in Q1 2025, selling an estimated $15.9K and leaving 5,225 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #239.

Marcum Wealth first reported a position in BBCA in Q1 2022 and has held it in 13 quarters since. The position peaked at $431K in Q2 2022. 183 funds tracked by Wall St. Rank hold BBCA as of Q1 2025.

  • Marcum Wealth held 5,225 shares of JPMorgan BetaBuilders Canada ETF worth $374K as of Q1 2025.
  • Marcum Wealth sold 221 JPMorgan BetaBuilders Canada ETF shares in Q1 2025, an estimated $15.9K.
  • JPMorgan BetaBuilders Canada ETF made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #239 holding.
  • Marcum Wealth first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2022 and has held it in 13 quarters since.
  • Marcum Wealth's JPMorgan BetaBuilders Canada ETF position peaked at $431K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.