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JPMorgan BetaBuilders Canada ETF shares owned by Sontag Advisory

Quarter-by-quarter ownership of JPMorgan BetaBuilders Canada ETF (BBCA) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in JPMorgan BetaBuilders Canada ETF

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan BetaBuilders Canada ETF held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan BetaBuilders Canada ETF by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $438k 6.1k 72.29
2024-06-30 $403k 6.2k 64.97
2024-03-31 $518k 7.7k 66.81
2023-12-31 $541k 8.4k 64.12
2022-09-30 $896k 17k 53.45
2022-06-30 $985k 17k 58.76
2022-03-31 $1.2M 17k 70.15
2021-12-31 $1.1M 17k 67.19
2021-09-30 $1.1M 17k 62.92
2021-06-30 $1.1M 17k 64.71

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding JPMorgan BetaBuilders Canada ETF

Jpmorgan Chase & Co
Bank of America Corporation
Richard Bernstein Advisors
Envestnet Asset Management
Assetmark
RiverFront Investment Group
Mirae Asset Global Investments
Elm Partners Management
HighTower Advisors
Victory Capital Management
Raymond James Financial Services Advisors
Raymond James & Associates
Royal Bank of Canada
LPL Financial
Willis Johnson & Associates

View all funds holding JPMorgan BetaBuilders Canada ETF