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RMR Wealth Builders’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

RMR Wealth Builders’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
2023
Q4 		– Sell
-3,612
Closed -$210K – 235
2023
Q3 		$210K Buy
+3,612
New +$219K 0.03% 218

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

RMR Wealth Builders's BBCA Position: Q4 2023 in Review

RMR Wealth Builders sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2023, closing a stake of 3,612 shares — an estimated $210K sold.

RMR Wealth Builders first reported a position in BBCA in Q3 2023 and held it in 1 quarter. The position peaked at $210K in Q3 2023. 163 funds tracked by Wall St. Rank hold BBCA as of Q4 2023.

  • RMR Wealth Builders reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 3,612 JPMorgan BetaBuilders Canada ETF shares in Q4 2023, an estimated $210K.
  • RMR Wealth Builders first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 1 quarter.
  • RMR Wealth Builders's JPMorgan BetaBuilders Canada ETF position peaked at $210K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2023.

Based on RMR Wealth Builders's 13F filing for Q4 2023, filed 6 Feb 2024.