WhitTier Trust Company’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

WhitTier Trust Company’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 Q2	–	Sell	-65	Closed	-$4.34K	–	1279
2024 Q1	$4.34K	Hold	65	–	–	﹤0.01%	1051
2023 Q4	$4.17K	Hold	65	–	–	﹤0.01%	1061
2023 Q3	$3.78K	Hold	65	–	–	﹤0.01%	1021
2023 Q2	$3.98K	Hold	65	–	–	﹤0.01%	1049
2023 Q1	$3.87K	Hold	65	–	–	﹤0.01%	1037
2022 Q4	$3.72K	Buy	+65	New	+$3.75K	﹤0.01%	1039
2022 Q3	–	Sell	-5,670	Closed	-$333K	–	1096
2022 Q2	$333K	Hold	5,670	–	–	0.01%	383
2022 Q1	$398K	Hold	5,670	–	–	0.01%	376
2021 Q4	$381K	Hold	5,670	–	–	0.01%	381
2021 Q3	$357K	Buy	5,670 +1,232	+28%	+$79.4K	0.01%	378
2021 Q2	$287K	Buy	+4,438	New	+$282K	0.01%	408

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

WhitTier Trust Company's BBCA Position: Q2 2024 in Review

WhitTier Trust Company sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2024, closing a stake of 65 shares — an estimated $4.34K sold.

WhitTier Trust Company first reported a position in BBCA in Q2 2021 and held it in 11 quarters. The position peaked at $398K in Q1 2022. 176 funds tracked by Wall St. Rank hold BBCA as of Q2 2024.

WhitTier Trust Company reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2024 after selling out during the quarter.
WhitTier Trust Company sold 65 JPMorgan BetaBuilders Canada ETF shares in Q2 2024, an estimated $4.34K.
WhitTier Trust Company first reported a position in JPMorgan BetaBuilders Canada ETF in Q2 2021 and held it in 11 quarters.
WhitTier Trust Company's JPMorgan BetaBuilders Canada ETF position peaked at $398K in Q1 2022.
176 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2024.

Based on WhitTier Trust Company's 13F filing for Q2 2024, filed 29 Jul 2024.