BBCA — J P MORGAN EXCHANGE TRADED F

Ownership history in Evercore Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Evercore 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 — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,487 — 0% 0.00% $304K $86.65
2025 Q2 UNCHANGED 3,487 — 0% 0.00% $281K $79.77
2025 Q1 UNCHANGED 3,487 — 0% 0.00% $250K $70.35
2024 Q4 INITIATED 3,487 — — 0.00% $246K $69.19
% of Fund (quarterly)    BBCA price (monthly, adj. close)

Other funds also holding BBCA

As of 2025 Q4 — 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%
← Back to Evercore Wealth Management, LLC Holdings