Morris Financial Concepts’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Morris Financial Concepts’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 Q2	$13.1K	Buy	132 +41	+45%	+$4.08K	﹤0.01%	178
2026 Q1	$8.56K	Hold	91	–	–	﹤0.01%	178
2025 Q4	$8.46K	Hold	91	–	–	﹤0.01%	176
2025 Q3	$7.94K	Hold	91	–	–	﹤0.01%	180
2025 Q2	$7.34K	Hold	91	–	–	﹤0.01%	178
2025 Q1	$6.51K	Hold	91	–	–	﹤0.01%	181
2024 Q4	$6.42K	Hold	91	–	–	﹤0.01%	167
2024 Q3	$6.58K	Hold	91	–	–	﹤0.01%	174
2024 Q2	$5.91K	Hold	91	–	–	﹤0.01%	144
2024 Q1	$6.08K	Buy	91 +8	+10%	+$515	﹤0.01%	146
2023 Q4	$5.32K	Hold	83	–	–	﹤0.01%	143
2023 Q3	$4.83K	Hold	83	–	–	﹤0.01%	133
2023 Q2	$5.08K	Buy	+83	New	+$5.03K	﹤0.01%	135

Other funds holding BBCA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SIM

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

Morris Financial Concepts's BBCA Position: Q2 2026 in Review

Morris Financial Concepts increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 45% in Q2 2026, buying an estimated $4.08K and bringing the position to 132 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Morris Financial Concepts first reported a position in BBCA in Q2 2023 and has held it in 13 quarters since. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Morris Financial Concepts held 132 shares of JPMorgan BetaBuilders Canada ETF worth $13.1K as of Q2 2026.
Morris Financial Concepts bought 41 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $4.08K.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #178 holding.
Morris Financial Concepts first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2023 and has held it in 13 quarters since.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.