Purchases and Sales Made in Q1 2024 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN ACTIVEBUILDERS EMERGI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.73M+ 14.3% |
$92.4M - $101M
|
21.8M
$841M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
167K+ 27.19% |
$5.64M - $6.18M
|
779K
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
150KNew |
$5.09M - $5.57M
|
150K
$5.79M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 22.85% |
$5.06M - $5.54M
|
803K
$31M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
123K+ 33.74% |
$4.18M - $4.58M
|
489K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 141.09% |
$3.98M - $4.36M
|
201K
$7.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
99.2K+ 253.12% |
$3.36M - $3.68M
|
138K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.2K+ 13.62% |
$3.26M - $3.57M
|
803K
$31M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.2K+ 13.62% |
$3.26M - $3.57M
|
803K
$31M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
78.3KNew |
$2.65M - $2.91M
|
78.3K
$3.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
48K+ 19.18% |
$1.62M - $1.78M
|
298K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
46.7K+ 51.46% |
$1.58M - $1.73M
|
137K
$5.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.8K+ 580.3% |
$1.08M - $1.18M
|
37.3K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.5K+ 69.95% |
$1.07M - $1.17M
|
76.6K
$2.96M
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
21.5KNew |
$727K - $797K
|
21.5K
$829K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 12.11% |
$636K - $696K
|
174K
$6.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
17.6K+ 8.61% |
$595K - $652K
|
222K
$8.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 94.2% |
$515K - $564K
|
31.4K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 51.44% |
$428K - $469K
|
37.2K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.82K+ 20.05% |
$265K - $290K
|
46.8K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.45K+ 114.21% |
$218K - $239K
|
12.1K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.6K+ 91.36% |
$190K - $208K
|
11.7K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.49KNew |
$186K - $204K
|
5.49K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.74K+ 64.15% |
$127K - $139K
|
9.58K
$369K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.69K+ 24.63% |
$125K - $137K
|
18.6K
$719K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.12K+ 18.6% |
$105K - $116K
|
19.9K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.06KNew |
$104K - $114K
|
3.06K
$118K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.88K+ 29.4% |
$63.5K - $69.6K
|
8.26K
$318K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.82K+ 3.83% |
$61.6K - $67.5K
|
49.3K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.59K+ 21.1% |
$53.7K - $58.8K
|
9.1K
$351K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.58KNew |
$53.5K - $58.6K
|
1.58K
$60.9K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.23KNew |
$41.6K - $45.6K
|
1.23K
$47.4K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
886New |
$30K - $32.9K
|
886
$34.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
684+ 6.96% |
$23.2K - $25.4K
|
10.5K
$405K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
392+ 2.22% |
$13.3K - $14.5K
|
18.1K
$697K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
232New |
$7.86K - $8.61K
|
232
$8.95K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
181+ 3.7% |
$6.13K - $6.72K
|
5.08K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
170New |
$5.76K - $6.31K
|
170
$6.56K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
148+ 1.33% |
$5.01K - $5.49K
|
11.3K
$434K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
109+ 1362.5% |
$3.69K - $4.04K
|
117
$4.51K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
53+ 7.39% |
$1.79K - $1.97K
|
770
$29.7K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
23+ 6.89% |
$779 - $853
|
357
$13.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 47.83% |
$372 - $408
|
34
$1.31K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8New |
$271 - $297
|
8
$309
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.92% |
$33.9 - $37.1
|
51
$1.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-16- 21.33% |
$542 - $594
|
59
$2.28K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-23- 7.47% |
$779 - $853
|
285
$11K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-62- 0.29% |
$2.1K - $2.3K
|
21.2K
$816K
|