Newbridge Financial Services Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Newbridge Financial Services 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
2026 Q2	$13.2K	Sell	133 -47	-26%	-$4.67K	﹤0.01%	806
2026 Q1	$16.9K	Buy	180 +34	+23%	+$3.25K	﹤0.01%	680
2025 Q4	$13.6K	Buy	146 +133	+1,023%	+$11.8K	﹤0.01%	732
2025 Q3	$1.13K	Hold	13	–	–	﹤0.01%	1174
2025 Q2	$1.05K	Buy	+13	New	+$985	﹤0.01%	1192
2023 Q3	–	Sell	-985	Closed	-$60.3K	–	1291
2023 Q2	$60.3K	Hold	985	–	–	0.03%	415
2023 Q1	$58.6K	Hold	985	–	–	0.03%	423
2022 Q4	$56.4K	Hold	985	–	–	0.03%	426
2022 Q3	$53K	Hold	985	–	–	0.03%	437
2022 Q2	$58K	Hold	985	–	–	0.04%	377
2022 Q1	$69K	Hold	985	–	–	0.03%	391
2021 Q4	$66K	Sell	985 -119	-11%	-$7.96K	0.03%	390
2021 Q3	$69K	Sell	1,104 -513	-32%	-$33.1K	0.04%	334
2021 Q2	$105K	Sell	1,617 -1	-0.1%	-$63	0.06%	273
2021 Q1	$96K	Buy	+1,618	New	+$92.1K	0.07%	261

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

Newbridge Financial Services Group's BBCA Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 26% in Q2 2026, selling an estimated $4.67K and leaving 133 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Newbridge Financial Services Group first reported a position in BBCA in Q1 2021 and has held it in 15 quarters since. The position peaked at $105K in Q2 2021. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Newbridge Financial Services Group held 133 shares of JPMorgan BetaBuilders Canada ETF worth $13.2K as of Q2 2026.
Newbridge Financial Services Group sold 47 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $4.67K.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #806 holding.
Newbridge Financial Services Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2021 and has held it in 15 quarters since.
Newbridge Financial Services Group's JPMorgan BetaBuilders Canada ETF position peaked at $105K in Q2 2021.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.