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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
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)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding JPMorgan BetaBuilders Canada ETF

Jpmorgan Chase & Co
Bank of America Corporation
Assetmark
HighTower Advisors
Mirae Asset Global Investments
RiverFront Investment Group
Elm Partners Management
Raymond James & Associates
Royal Bank of Canada
CI Private Wealth
Advisor Group Holdings
Willis Johnson & Associates
Jane Street
UBS Group
Janney Montgomery Scott

View all funds holding JPMorgan BetaBuilders Canada ETF