Waypoint Wealth Counsel’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Waypoint Wealth Counsel’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 Q3	$267K	Sell	2,657 -290	-10%	-$30.1K	0.16%	115
2026 Q2	$293K	Sell	2,947 -244	-8%	-$24.3K	0.18%	100
2026 Q1	$300K	Hold	3,191	–	–	0.16%	144
2025 Q4	$297K	Sell	3,191 -30	-0.9%	-$2.67K	0.11%	185
2025 Q3	$281K	Sell	3,221 -947	-23%	-$79K	0.11%	186
2025 Q2	$336K	Hold	4,168	–	–	0.17%	98
2025 Q1	$298K	Sell	4,168 -131	-3%	-$9.44K	0.19%	76
2024 Q4	$303K	Hold	4,299	–	–	0.2%	70
2024 Q3	$311K	Buy	+4,299	New	+$295K	0.21%	75

Other funds holding BBCA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $3.56B AUM 10.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return

Waypoint Wealth Counsel's BBCA Position: Q3 2026 in Review

Waypoint Wealth Counsel reduced its JPMorgan BetaBuilders Canada ETF (BBCA) stake by 9.8% in Q3 2026, selling an estimated $30.1K and leaving 2,657 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #115.

Waypoint Wealth Counsel first reported a position in BBCA in Q3 2024 and has held it in 9 quarters since. The position peaked at $336K in Q2 2025. 199 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

Waypoint Wealth Counsel held 2,657 shares of JPMorgan BetaBuilders Canada ETF worth $267K as of Q3 2026.
Waypoint Wealth Counsel sold 290 JPMorgan BetaBuilders Canada ETF shares in Q3 2026, an estimated $30.1K.
JPMorgan BetaBuilders Canada ETF made up 0.16% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #115 holding.
Waypoint Wealth Counsel first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2024 and has held it in 9 quarters since.
Waypoint Wealth Counsel's JPMorgan BetaBuilders Canada ETF position peaked at $336K in Q2 2025.
199 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.