Rothschild Investment LLC’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Rothschild Investment LLC’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	–	Sell	-4	Closed	-$376	–	3643
2026 Q1	$376	Buy	+4	New	+$382	﹤0.01%	3200
2025 Q1	–	Sell	-1	Closed	-$71	–	3026
2024 Q4	$71	Buy	+1	New	+$73	﹤0.01%	2920

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

Rothschild Investment LLC's BBCA Position: Q2 2026 in Review

Rothschild Investment LLC sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026, closing a stake of 4 shares — an estimated $376 sold.

Rothschild Investment LLC first reported a position in BBCA in Q4 2024 and held it in 2 quarters. The position peaked at $376 in Q1 2026. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Rothschild Investment LLC reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2026 after selling out during the quarter.
Rothschild Investment LLC sold 4 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $376.
Rothschild Investment LLC first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2024 and held it in 2 quarters.
Rothschild Investment LLC's JPMorgan BetaBuilders Canada ETF position peaked at $376 in Q1 2026.
262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.