Purchases and Sales Made in Q1 2025 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
54.1K+ 15.43% |
$1.97M - $2.16M
|
405K
$14.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.1K+ 3.6% |
$332K - $363K
|
262K
$9.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.1K+ 34.53% |
$150K - $164K
|
16K
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
738+ 11.26% |
$26.9K - $29.4K
|
7.29K
$268K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
239+ 7.15% |
$8.71K - $9.54K
|
3.58K
$132K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-111Closed |
$4.05K - $4.43K
|
0
$0
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-578- 3.17% |
$21.1K - $23.1K
|
17.6K
$649K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1K- 9.43% |
$36.5K - $39.9K
|
9.61K
$353K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.27K- 11.12% |
$46.2K - $50.6K
|
10.1K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 19.81% |
$1.07M - $1.17M
|
119K
$4.38M
|