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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.27K- 11.12% |
$46.2K - $50.6K
|
10.1K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.33K- 7.17% |
$48.6K - $53.1K
|
17.3K
$695K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.36K- 10.85% |
$49.4K - $54.1K
|
11.1K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.67K- 51.6% |
$61K - $66.7K
|
1.57K
$63.1K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-3.11K- 8.26% |
$113K - $124K
|
34.6K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.94K- 30.38% |
$144K - $157K
|
9.03K
$364K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.4K- 98.49% |
$197K - $215K
|
83
$3.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 19.81% |
$1.07M - $1.17M
|
119K
$4.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-128K- 88.54% |
$4.66M - $5.1M
|
16.5K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-404K- 1.92% |
$14.7M - $16.1M
|
20.6M
$831M
|