Medallion Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Medallion Wealth Advisors’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
2026 Q1	$1.32K	Hold	14	–	–	﹤0.01%	1036
2025 Q4	$1.3K	Hold	14	–	–	﹤0.01%	1031
2025 Q3	$1.22K	Hold	14	–	–	﹤0.01%	1016
2025 Q2	$1.13K	Hold	14	–	–	﹤0.01%	1013
2025 Q1	$1.01K	Hold	14	–	–	﹤0.01%	987
2024 Q4	$995	Buy	+14	New	+$1.02K	﹤0.01%	930

Other funds holding BBCA

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

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

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

RIG

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SIM

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Medallion Wealth Advisors's BBCA Position: Q1 2026 in Review

Medallion Wealth Advisors held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q1 2026 at 14 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Medallion Wealth Advisors first reported a position in BBCA in Q4 2024 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

Medallion Wealth Advisors held 14 shares of JPMorgan BetaBuilders Canada ETF worth $1.32K as of Q1 2026.
Medallion Wealth Advisors left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q1 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1036 holding.
Medallion Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2024 and has held it in 6 quarters since.
244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.