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

Tompkins 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	-540	Closed	-$47.1K	–	641
2025 Q3	$47.1K	Buy	+540	New	+$45K	﹤0.01%	327
2025 Q2	–	Sell	-270	Closed	-$19.3K	–	548
2025 Q1	$19.3K	Buy	+270	New	+$19.5K	﹤0.01%	405
2021 Q1	$58K	Hold	982	–	–	0.01%	242
2020 Q4	$53K	Hold	982	–	–	0.01%	232
2020 Q3	$47K	Buy	+982	New	+$47.3K	0.01%	242
2020 Q1	–	Sell	-129	Closed	-$7K	–	410
2019 Q4	$7K	Buy	+129	New	+$6.52K	﹤0.01%	354

Other funds holding BBCA

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Tompkins Financial's BBCA Position: Q4 2025 in Review

Tompkins Financial sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 540 shares — an estimated $47.1K sold.

Tompkins Financial first reported a position in BBCA in Q4 2019 and held it in 6 quarters. The position peaked at $58K in Q1 2021. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

Tompkins Financial reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
Tompkins Financial sold 540 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $47.1K.
Tompkins Financial first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2019 and held it in 6 quarters.
Tompkins Financial's JPMorgan BetaBuilders Canada ETF position peaked at $58K in Q1 2021.
241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.