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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
597K+ 74.87% |
$21.8M - $23.8M
|
1.39M
$56.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
140KNew |
$5.1M - $5.58M
|
140K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
127K+ 974.23% |
$4.64M - $5.08M
|
140K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
69.9K+ 14.18% |
$2.55M - $2.79M
|
563K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
54.1K+ 15.43% |
$1.97M - $2.16M
|
405K
$16.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.3K+ 68.35% |
$1.36M - $1.49M
|
91.8K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.7K+ 2.67% |
$900K - $985K
|
948K
$38.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 32.73% |
$819K - $896K
|
91.1K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.1K+ 17.97% |
$695K - $760K
|
125K
$5.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5K+ 3.14% |
$603K - $660K
|
543K
$21.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16.4K+ 10.3% |
$596K - $653K
|
175K
$7.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 14415.66% |
$436K - $477K
|
12K
$485K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 41.34% |
$423K - $463K
|
39.7K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$399K - $436K
|
10.9K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.54KNew |
$348K - $380K
|
9.54K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9.1K+ 3.6% |
$332K - $363K
|
262K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89KNew |
$288K - $315K
|
7.89K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.1K+ 34.53% |
$150K - $164K
|
16K
$644K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.43K+ 6.3% |
$88.5K - $96.8K
|
41K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.28K+ 16.51% |
$83.1K - $91K
|
16.1K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.23K+ 1.36% |
$81.2K - $88.9K
|
165K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.06K+ 37.01% |
$75.3K - $82.4K
|
7.64K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 12.32% |
$63.3K - $69.3K
|
15.8K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.69K+ 13.18% |
$61.5K - $67.4K
|
14.5K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.68KNew |
$61.1K - $66.8K
|
1.68K
$67.5K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.53K+ 1.11% |
$55.8K - $61K
|
139K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.34K+ 10.46% |
$49K - $53.6K
|
14.2K
$572K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.26K+ 90.11% |
$45.9K - $50.2K
|
2.65K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.08K+ 269.5% |
$39.3K - $43K
|
1.48K
$59.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
738+ 11.26% |
$26.9K - $29.4K
|
7.29K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
610+ 10.62% |
$22.2K - $24.3K
|
6.35K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
443+ 1.25% |
$16.2K - $17.7K
|
35.9K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
338New |
$12.3K - $13.5K
|
338
$13.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
328+ 3.27% |
$12K - $13.1K
|
10.4K
$417K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
239+ 7.15% |
$8.71K - $9.54K
|
3.58K
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
163+ 0.39% |
$5.94K - $6.5K
|
42.4K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
76New |
$2.77K - $3.03K
|
76
$3.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
67New |
$2.44K - $2.67K
|
67
$2.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 23.68% |
$328 - $359
|
47
$1.89K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.16% |
$36.5 - $39.9
|
612
$24.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12- 0.06% |
$438 - $479
|
21.2K
$856K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-111Closed |
$4.05K - $4.43K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-176- 3.85% |
$6.42K - $7.02K
|
4.4K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-497- 65.92% |
$18.1K - $19.8K
|
257
$10.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-578- 3.17% |
$21.1K - $23.1K
|
17.6K
$711K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-859- 32.37% |
$31.3K - $34.3K
|
1.8K
$72.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-952- 12.53% |
$34.7K - $38K
|
6.64K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1K- 9.43% |
$36.5K - $39.9K
|
9.61K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 5.07% |
$43.2K - $47.2K
|
22.2K
$892K
|