Maia Wealth LLC BBCA — J P MORGAN EXCHANGE TRADED F

Ownership history in Maia Wealth LLC  ·  11 quarters on record

AI Ownership Summary

Maia Wealth LLC reported J P MORGAN EXCHANGE TRADED F (BBCA) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2024 Q3. The latest visible filing shows BBCA at 0.04% 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 Maia Wealth LLC's position in J P MORGAN EXCHANGE TRADED F, 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
2026 Q3

BBCA was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2024 Q2 to 2026 Q3

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 Maia Wealth LLC fund profile Maia Wealth LLC full holdings
How Maia Wealth LLC held BBCA — position size vs. price
% of Fund (quarterly)    BBCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,931 -1,228 -29.5% 0.04% $294K 2026-10-19 $103.71
2026 Q2 ADDED — — — 4,159 +564 +15.7% 0.06% $413K 2026-07-28 $102.90
2026 Q1 ADDED — — — 3,595 +1,040 +40.7% 0.06% $338K 2026-05-08 $98.78
2025 Q4 REDUCED 23.0% +1.4% ❌ 2,555 -764 -23.0% 0.04% $243K 2026-02-17 $94.98
2025 Q3 REDUCED 31.4% +8.2% ❌ 3,319 -1,520 -31.4% 0.05% $290K 2025-11-13 $85.62
2025 Q2 ADDED — — — 4,839 +822 +20.5% 0.07% $391K 2025-08-13 $81.14
2025 Q1 ADDED — — — 4,017 +243 +6.4% 0.06% $285K 2025-05-12 $73.30
2024 Q4 REDUCED 46.7% +1.7% ❌ 3,774 -3,304 -46.7% 0.06% $274K 2025-02-05 $71.09
2024 Q3 ADDED — — — 7,078 +3,896 +122.4% 0.13% $511K 2024-10-30 $69.12
2024 Q2 ADDED — — — 3,182 +15 +0.5% 0.06% $215K 2024-07-16 $65.19
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BBCA

As of 2026 Q3 — sorted by position size

Evansbrook LLC 1.62% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.8% Nolet Wealth Management, LLC 0.62% Miller Global Investments, LLC 0.2% Cooksen Wealth, LLC 0.16% Curated Wealth Partners LLC 3Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.02% Avidian Wealth Enterprises, LLC 3Y 7Y 0.02% Ares Financial Consulting, LLC 0.01% ARMSTRONG ADVISORY GROUP, INC 3Y 0.01%

FAQ About Maia Wealth 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 Maia Wealth LLC reported owning BBCA?

Maia Wealth LLC reported BBCA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported BBCA position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for BBCA was 0.13% in 2024 Q3.

What is the latest reported BBCA position on this page?

The most recent filing on this page is 2026 Q3, when Maia Wealth LLC reported 2,931 shares, equal to 0.04% of portfolio, with an estimated market value of $294K.

What does the chart on this BBCA ownership page compare?

The chart compares Maia Wealth 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.

How well did Maia Wealth LLC time their BBCA position?

Based on 13F filing dates vs. subsequent BBCA price moves, Maia Wealth LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on BBCA relative to SPY over the holding period was +3.8%.

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