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Whittier Trust’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Whittier Trust’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
2023
Q2 		– Sell
-290
Closed -$17.3K – 1570
2023
Q1 		$17.3K Hold
290
– – ﹤0.01% 1186
2022
Q4 		$16.6K Sell
290
-59
-17% -$3.4K ﹤0.01% 1189
2022
Q3 		$19K Sell
349
-952
-73% -$56.5K ﹤0.01% 1187
2022
Q2 		$76K Buy
1,301
+952
+273% +$61.4K ﹤0.01% 868
2022
Q1 		$24K Hold
349
– – ﹤0.01% 1151
2021
Q4 		$23K Buy
+349
New +$23.3K ﹤0.01% 1146

Other funds holding BBCA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return

Whittier Trust's BBCA Position: Q2 2023 in Review

Whittier Trust sold out of JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2023, closing a stake of 290 shares — an estimated $17.3K sold.

Whittier Trust first reported a position in BBCA in Q4 2021 and held it in 6 quarters. The position peaked at $76K in Q2 2022. 144 funds tracked by Wall St. Rank hold BBCA as of Q2 2023.

  • Whittier Trust reported no remaining JPMorgan BetaBuilders Canada ETF position as of Q2 2023 after selling out during the quarter.
  • Whittier Trust sold 290 JPMorgan BetaBuilders Canada ETF shares in Q2 2023, an estimated $17.3K.
  • Whittier Trust first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and held it in 6 quarters.
  • Whittier Trust's JPMorgan BetaBuilders Canada ETF position peaked at $76K in Q2 2022.
  • 144 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.