BBCA β€” JPMORGAN BETABUILDERS CANADA

Ownership history in Elm Partners Management LLC  Β·  16 quarters on record

AI Ownership Summary

Elm Partners Management LLC reported JPMORGAN BETABUILDERS CANADA (BBCA) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.42% in 2024 Q3. The latest visible filing shows BBCA at 1.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elm Partners Management LLC's position in JPMORGAN BETABUILDERS CANADA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BBCA was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BBCA stock page Elm Partners Management LLC fund profile Elm Partners Management LLC full holdings
How Elm Partners Management LLC held BBCA β€” position size vs. price
% of Fund (quarterly)    BBCA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 295,147 +19,267 +7.0% 1.25% $27.4M 2026-02-14 (Est.) $96.18
2025 Q3 ADDED 275,880 +13,884 +5.3% 1.20% $24.1M 2025-11-04 $84.67
2025 Q2 REDUCED 261,996 -12,794 -4.7% 1.23% $21.1M 2025-08-05 $80.60
2025 Q1 REDUCED 274,790 -133,765 -32.7% 1.27% $19.7M 2025-05-13 $74.42
2024 Q4 REDUCED 408,555 -59,063 -12.6% 1.97% $28.8M 2025-02-13 $73.01
2024 Q3 ADDED 467,618 +175,656 +60.2% 2.42% $33.8M 2024-11-07 $71.27
2024 Q2 ADDED 291,962 +17,503 +6.4% 1.46% $19.0M 2024-07-31 $65.62
2024 Q1 ADDED 274,459 +48,726 +21.6% 1.45% $18.3M 2024-04-30 $61.63
2023 Q4 ADDED 225,733 +15,405 +7.3% 1.32% $14.5M 2024-01-29 $61.30
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BBCA

As of 2026 Q1 β€” sorted by position size

ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.83% Miller Global Investments, LLC 0.22% GAMMA Investing LLC 0.0% Global Wealth Strategies & Associates 3Y 0.0%

FAQ About Elm Partners Management LLC and BBCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elm Partners Management LLC reported owning BBCA?

Elm Partners Management LLC reported BBCA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BBCA position in Elm Partners Management LLC's portfolio?

The largest reported portfolio weight for BBCA was 2.42% in 2024 Q3.

What is the latest reported BBCA position on this page?

The most recent filing on this page is 2025 Q4, when Elm Partners Management LLC reported 295,147 shares, equal to 1.25% of portfolio, with an estimated market value of $27.4M.

What does the chart on this BBCA ownership page compare?

The chart compares Elm Partners Management LLC's quarterly BBCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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