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SageView Advisory Group’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

SageView Advisory 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
Q1 		– Sell
-380
Closed -$35.3K – 750
2025
Q4 		$35.3K Buy
+380
New +$33.8K ﹤0.01% 1215

Other funds holding BBCA

JP Morgan Chase
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Victory Capital Management
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 $2.79B AUM 18.53% 1-Year Est. Return

SageView Advisory Group's BBCA Position: Q1 2026 in Review

SageView Advisory Group sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2026, closing a stake of 380 shares — an estimated $35.3K sold.

SageView Advisory Group first reported a position in BBCA in Q4 2025 and held it in 1 quarter. The position peaked at $35.3K in Q4 2025. 244 funds tracked by Wall St. Rank hold BBCA as of Q1 2026.

  • SageView Advisory Group reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 380 JPMorgan BetaBuilders Canada ETF shares in Q1 2026, an estimated $35.3K.
  • SageView Advisory Group first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's JPMorgan BetaBuilders Canada ETF position peaked at $35.3K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.