Tortoise Investment Management’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Tortoise Investment Management’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	-883	Closed	-$77K	–	357
2025 Q3	$77K	Hold	883	–	–	0.01%	343
2025 Q2	$71.3K	Hold	883	–	–	0.01%	336
2025 Q1	$63.2K	Hold	883	–	–	0.01%	341
2024 Q4	$62.3K	Buy	883 +350	+66%	+$25.5K	0.01%	385
2024 Q3	$38.5K	Hold	533	–	–	﹤0.01%	458
2024 Q2	$34.6K	Hold	533	–	–	﹤0.01%	446
2024 Q1	$35.6K	Hold	533	–	–	﹤0.01%	431
2023 Q4	$34.2K	Hold	533	–	–	﹤0.01%	416
2023 Q3	$31K	Buy	+533	New	+$32.3K	﹤0.01%	408

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 22.9% 1-Year Est. Return

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Tortoise Investment Management's BBCA Position: Q4 2025 in Review

Tortoise Investment Management sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q4 2025, closing a stake of 883 shares — an estimated $77K sold.

Tortoise Investment Management first reported a position in BBCA in Q3 2023 and held it in 9 quarters. The position peaked at $77K in Q3 2025. 241 funds tracked by Wall St. Rank hold BBCA as of Q4 2025.

Tortoise Investment Management reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 883 JPMorgan BetaBuilders Canada ETF shares in Q4 2025, an estimated $77K.
Tortoise Investment Management first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2023 and held it in 9 quarters.
Tortoise Investment Management's JPMorgan BetaBuilders Canada ETF position peaked at $77K in Q3 2025.
241 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.