BBCA β€” J P MORGAN EXCHANGE TRADED F

Ownership history in Darwin Wealth Management, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Darwin Wealth Management, LLC reported a position in J P MORGAN EXCHANGE TRADED F (BBCA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Darwin Wealth Management, LLC Γ— BBCA AI Analytics

πŸ“ˆ Darwin Wealth Management, LLC outperformed the S&P 500 by +10.6% annually on this BBCA position. Average cost basis: $70.29. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+10.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.6% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$70.29
+23.3% vs current ($86.65)

Best entry: $70.29 (2024 Q3)  Β·  Worst: $70.29 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BBCA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 38 β€” 0% 0.00% $3K $86.65
2025 Q2 UNCHANGED 38 β€” 0% 0.00% $3K $79.77
2024 Q3 INITIATED 38 β€” β€” 0.00% $3K $70.29

🏒 Other funds also holding BBCA

As of 2025 Q4 β€” sorted by position size

STRATEGIC INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.81% Evansbrook LLC 1.72% Hudson Portfolio Management LLC 3Y 1.51% Elm Partners Management LLC 3Y 7Y 1.25% ATLAS CAPITAL ADVISORS INC. 3Y 7Y 1.17% Municipal Employees' Retirement System of Michigan 3Y 7Y 0.96% Rice Partnership, LLC 3Y 7Y 0.93% Willis Johnson & Associates, Inc. 3Y 0.85% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.81% RiverFront Investment Group, LLC 3Y 7Y 0.64%
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