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Sunrise Financial Services’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Sunrise Financial Services’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 		$295K Buy
2,972
+292
+11% +$29K 0.18% 52
2026
Q1 		$252K Buy
+2,680
New +$256K 0.18% 53

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

Sunrise Financial Services's BBCA Position: Q2 2026 in Review

Sunrise Financial Services increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 11% in Q2 2026, buying an estimated $29K and bringing the position to 2,972 shares worth $295K. The position accounts for 0.18% of the portfolio, ranked #52.

Sunrise Financial Services first reported a position in BBCA in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

  • Sunrise Financial Services held 2,972 shares of JPMorgan BetaBuilders Canada ETF worth $295K as of Q2 2026.
  • Sunrise Financial Services bought 292 JPMorgan BetaBuilders Canada ETF shares in Q2 2026, an estimated $29K.
  • JPMorgan BetaBuilders Canada ETF made up 0.18% of Sunrise Financial Services's portfolio in Q2 2026, its #52 holding.
  • Sunrise Financial Services first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2026 and has held it in 2 quarters since.
  • 262 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.