JTBR
BBCA icon

James T. Borello RIA’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

James T. Borello RIA’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 		$12.6K Hold
126
– – ﹤0.01% 543
2026
Q2 		$12.5K Hold
126
– – ﹤0.01% 536
2026
Q1 		$11.9K Hold
126
– – ﹤0.01% 513
2025
Q4 		$11.7K Sell
126
-184
-59% -$16.4K ﹤0.01% 373
2025
Q3 		$27K Hold
310
– – 0.01% 206
2025
Q2 		$25K Hold
310
– – 0.01% 176
2025
Q1 		$22.2K Buy
+310
New +$22.3K 0.01% 148

Other funds holding BBCA

SIM
Strategic Investment Management Arlington, Virginia $437M AUM 13.17% 1-Year Est. Return
E
Evansbrook Bolingbrook, Illinois $171M AUM 22.74% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
NWM
Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's BBCA Position: Q3 2026 in Review

James T. Borello RIA held its JPMorgan BetaBuilders Canada ETF (BBCA) position steady in Q3 2026 at 126 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

James T. Borello RIA first reported a position in BBCA in Q1 2025 and has held it in 7 quarters since. The position peaked at $27K in Q3 2025. 37 funds tracked by Wall St. Rank hold BBCA as of Q3 2026.

  • James T. Borello RIA held 126 shares of JPMorgan BetaBuilders Canada ETF worth $12.6K as of Q3 2026.
  • James T. Borello RIA left its JPMorgan BetaBuilders Canada ETF share count unchanged in Q3 2026.
  • JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #543 holding.
  • James T. Borello RIA first reported a position in JPMorgan BetaBuilders Canada ETF in Q1 2025 and has held it in 7 quarters since.
  • James T. Borello RIA's JPMorgan BetaBuilders Canada ETF position peaked at $27K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.