Matrix Private Capital Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Matrix Private Capital Group’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 Q2	–	Sell	-1,580	Closed	-$94.1K	–	175
2023 Q1	$94.1K	Buy	+1,580	New	+$94.5K	0.07%	136
2022 Q1	–	Sell	-1,066	Closed	-$72K	–	256
2021 Q4	$72K	Buy	+1,066	New	+$71.3K	0.03%	220

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

RJA

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Matrix Private Capital Group's BBCA Position: Q2 2023 in Review

Matrix Private Capital Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2023, closing a stake of 1,580 shares — an estimated $94.1K sold.

Matrix Private Capital Group first reported a position in BBCA in Q4 2021 and held it in 2 quarters. The position peaked at $94.1K in Q1 2023. 144 funds tracked by Wall St. Rank hold BBCA as of Q2 2023.

Matrix Private Capital Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2023 after selling out during the quarter.
Matrix Private Capital Group sold 1,580 JPMorgan BetaBuilders Canada ETF shares in Q2 2023, an estimated $94.1K.
Matrix Private Capital Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 2 quarters.
Matrix Private Capital Group's JPMorgan BetaBuilders Canada ETF position peaked at $94.1K in Q1 2023.
144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2023.

Based on Matrix Private Capital Group's 13F filing for Q2 2023, filed 14 Aug 2023.