Plante Moran Financial Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Plante Moran Financial 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	–	Sell	-107	Closed	-$9.95K	–	737
2025 Q4	$9.95K	Buy	+107	New	+$9.53K	﹤0.01%	555
2025 Q3	–	Sell	-70	Closed	-$5.65K	–	797
2025 Q2	$5.65K	Buy	+70	New	+$5.3K	﹤0.01%	622
2024 Q1	–	Sell	-629	Closed	-$40.3K	–	849
2023 Q4	$40.3K	Buy	+629	New	+$37.3K	﹤0.01%	346
2023 Q3	–	Sell	-132	Closed	-$8.09K	–	772
2023 Q2	$8.09K	Buy	+132	New	+$7.99K	﹤0.01%	575
2022 Q2	–	Sell	-23	Closed	-$1.49K	–	975
2022 Q1	$2K	Sell	23 -193	-89%	-$13K	﹤0.01%	732
2021 Q4	$15K	Hold	216	–	–	﹤0.01%	612
2021 Q3	$14K	Hold	216	–	–	﹤0.01%	630
2021 Q2	$14K	Sell	216 -38	-15%	-$2.41K	﹤0.01%	626
2021 Q1	$15K	Buy	+254	New	+$14.5K	﹤0.01%	573
2020 Q2	–	Sell	-679	Closed	-$26K	–	748
2020 Q1	$26K	Sell	679 -207	-23%	-$9.89K	0.01%	346
2019 Q4	$46K	Sell	886 -2,495	-74%	-$126K	0.02%	334
2019 Q3	$169K	Buy	+3,381	New	+$168K	0.05%	179

Other funds holding BBCA

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

MERSOM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RIG

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

SIM

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

Plante Moran Financial Advisors's BBCA Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2026, closing a stake of 107 shares — an estimated $9.95K sold.

Plante Moran Financial Advisors first reported a position in BBCA in Q3 2019 and held it in 12 quarters. The position peaked at $169K in Q3 2019. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

Plante Moran Financial Advisors reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 107 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $9.95K.
Plante Moran Financial Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2019 and held it in 12 quarters.
Plante Moran Financial Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $169K in Q3 2019.
244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.