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SYSTM Wealth Solutions’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		$2.28K Buy
32
+15
+88% +$1.03K 0.07% 56
2024
Q2 		$1.13K Hold
17
– – ﹤0.01% 645
2024
Q1 		$1.15K Sell
17
-264
-94% -$17K ﹤0.01% 942
2023
Q4 		$18K Buy
+281
New +$16.7K ﹤0.01% 738

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SYSTM Wealth Solutions's BBCA Position: Q3 2024 in Review

SYSTM Wealth Solutions increased its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 88% in Q3 2024, buying an estimated $1.03K and bringing the position to 32 shares worth $2.28K. The position accounts for 0.07% of the portfolio, ranked #56.

SYSTM Wealth Solutions first reported a position in BBCA in Q4 2023 and has held it in 4 quarters since. The position peaked at $18K in Q4 2023. 195 funds tracked by Wall St. Rank hold BBCA as of Q3 2024.

  • SYSTM Wealth Solutions held 32 shares of JPMorgan BetaBuilders Canada ETF worth $2.28K as of Q3 2024.
  • SYSTM Wealth Solutions bought 15 JPMorgan BetaBuilders Canada ETF shares in Q3 2024, an estimated $1.03K.
  • JPMorgan BetaBuilders Canada ETF made up 0.07% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #56 holding.
  • SYSTM Wealth Solutions first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's JPMorgan BetaBuilders Canada ETF position peaked at $18K in Q4 2023.
  • 195 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.