Summit Financial
BBCA icon

Summit Financial’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-2,744
Closed -$239K – 1289
2025
Q3 		$239K Sell
2,744
-115,254
-98% -$9.6M ﹤0.01% 1140
2025
Q2 		$9.5M Buy
+117,998
New +$8.94M 0.22% 85

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return
Elm Partners Management
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Strategic Investment Management
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Summit Financial's BBCA Position: Q4 2025 in Review

Summit Financial sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 2,744 shares — an estimated $239K sold.

Summit Financial first reported a position in BBCA in Q2 2025 and held it in 2 quarters. The position peaked at $9.5M in Q2 2025. 242 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

  • Summit Financial reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 2,744 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $239K.
  • Summit Financial first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2025 and held it in 2 quarters.
  • Summit Financial's JPMorgan BetaBuilders Canada ETF position peaked at $9.5M in Q2 2025.
  • 242 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.