Richard Bernstein Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Richard Bernstein 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	$52.2K	Sell	555 -63	-10%	-$6.02K	﹤0.01%	215
2025 Q4	$57.5K	Hold	618	–	–	﹤0.01%	162
2025 Q3	$53.9K	Sell	618 -4	-0.6%	-$333	﹤0.01%	192
2025 Q2	$50.3K	Sell	622 -1,036	-62%	-$78.5K	﹤0.01%	200
2025 Q1	$119K	Sell	1,658 -1,057,510	-100%	-$76.2M	﹤0.01%	212
2024 Q4	$74.8M	Sell	1,059,168 -19,791	-2%	-$1.44M	1.69%	14
2024 Q3	$78M	Buy	1,078,959 +523,092	+94%	+$35.9M	1.67%	15
2024 Q2	$36.1M	Sell	555,867 -23,702	-4%	-$1.56M	0.8%	30
2024 Q1	$38.7M	Sell	579,569 -23,859	-4%	-$1.54M	0.83%	26
2023 Q4	$38.7M	Sell	603,428 -43,270	-7%	-$2.57M	0.86%	25
2023 Q3	$37.6M	Buy	+646,698	New	+$39.2M	0.84%	26

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 $49B AUM 17.78% 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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

EPM

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

Richard Bernstein Advisors's BBCA Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 10% in Q1 2026, selling an estimated $6.02K and leaving 555 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Richard Bernstein Advisors first reported a position in BBCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $78M in Q3 2024. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

Richard Bernstein Advisors held 555 shares of JPMorgan BetaBuilders Canada ETF worth $52.2K as of Q1 2026.
Richard Bernstein Advisors sold 63 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $6.02K.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #215 holding.
Richard Bernstein Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and has held it in 11 quarters since.
Richard Bernstein Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $78M in Q3 2024.
244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.