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Steward Partners Investment Advisory’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Steward Partners Investment Advisory’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 		$57.9K Sell
582
-15
-3% -$1.49K ﹤0.01% 2862
2026
Q1 		$56.2K Sell
597
-675
-53% -$64.5K ﹤0.01% 2721
2025
Q4 		$118K Sell
1,272
-61
-5% -$5.43K ﹤0.01% 2206
2025
Q3 		$116K Buy
1,333
+549
+70% +$45.8K ﹤0.01% 2140
2025
Q2 		$63.3K Sell
784
-1,037
-57% -$78.6K ﹤0.01% 2357
2025
Q1 		$130K Sell
1,821
-5,435
-75% -$392K ﹤0.01% 1863
2024
Q4 		$512K Buy
7,256
+6,559
+941% +$478K ﹤0.01% 1145
2024
Q3 		$50.4K Buy
697
+69
+11% +$4.73K ﹤0.01% 2234
2024
Q2 		$40.8K Buy
628
+23
+4% +$1.51K ﹤0.01% 2198
2024
Q1 		$40.4K Sell
605
-437
-42% -$28.1K ﹤0.01% 2213
2023
Q4 		$66.8K Buy
1,042
+437
+72% +$25.9K ﹤0.01% 1849
2023
Q3 		$35.2K Hold
605
– – ﹤0.01% 2069
2023
Q2 		$37.1K Hold
605
– – ﹤0.01% 2006
2023
Q1 		$36K Hold
605
– – ﹤0.01% 1996
2022
Q4 		$34.7K Hold
605
– – ﹤0.01% 1983
2022
Q3 		$32K Buy
+605
New +$35.9K ﹤0.01% 1996
2021
Q2 		– Sell
-34
Closed -$2.01K – 7104
2021
Q1 		$2.01K Hold
34
– – ﹤0.01% 3226
2020
Q4 		$2K Hold
34
– – ﹤0.01% 2682
2020
Q3 		$2K Sell
34
-342
-91% -$16.5K ﹤0.01% 2553
2020
Q2 		$17K Buy
376
+342
+1,006% +$14.6K ﹤0.01% 1823
2020
Q1 		$1K Sell
34
-34
-50% -$1.63K ﹤0.01% 2357
2019
Q4 		$3K Buy
+68
New +$3.44K ﹤0.01% 2337

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
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
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
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Steward Partners Investment Advisory's BBCA Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 2.5% in Q2 2026, selling an estimated $1.49K and leaving 582 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2862.

Steward Partners Investment Advisory first reported a position in BBCA in Q4 2019 and has held it in 22 quarters since. The position peaked at $512K in Q4 2024. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Steward Partners Investment Advisory held 582 shares of JPMorgan BetaBuilders Canada ETF worth $57.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 15 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $1.49K.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2862 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's JPMorgan BetaBuilders Canada ETF position peaked at $512K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.