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
2026 Q2	$118K	Buy	+1,174	New	+$117K	﹤0.01%	713
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 New York $1.81T AUM 41.13% 1-Year Est. Return

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

Whittier Trust's BBCA Position: Q2 2026 in Review

Whittier Trust opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q2 2026: 1,174 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Whittier Trust previously reported a position in BBCA as recently as Q1 2023.

Whittier Trust first reported a position in BBCA in Q4 2021 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold BBCA as of Q2 2026.

Whittier Trust held 1,174 shares of JPMorgan BetaBuilders Canada ETF worth $118K as of Q2 2026.
JPMorgan BetaBuilders Canada ETF was a new Whittier Trust position in Q2 2026.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #713 holding.
Whittier Trust first reported a position in JPMorgan BetaBuilders Canada ETF in Q4 2021 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.