Purchases and Sales Made in Q2 2023 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.36M+ 10.96% |
$82.1M - $88.8M
|
23.8M
$905M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
344K+ 1118.95% |
$12M - $13M
|
375K
$14.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
123K+ 38.78% |
$4.28M - $4.63M
|
439K
$16.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
118K+ 313.19% |
$4.12M - $4.46M
|
156K
$5.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
62.5K+ 404.13% |
$2.18M - $2.36M
|
78K
$2.96M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
46.3K+ 496.36% |
$1.61M - $1.74M
|
55.6K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
39.2KNew |
$1.37M - $1.48M
|
39.2K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
33.6K+ 17.48% |
$1.17M - $1.27M
|
226K
$8.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
32.1KNew |
$1.12M - $1.21M
|
32.1K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.6K+ 20.6% |
$1.06M - $1.15M
|
179K
$6.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.4K+ 24.28% |
$1.02M - $1.11M
|
150K
$5.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.5K+ 78.2% |
$886K - $959K
|
58K
$2.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
21.1K+ 7.8% |
$736K - $796K
|
292K
$11.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.2K+ 41.31% |
$390K - $421K
|
38.3K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.32KNew |
$325K - $351K
|
9.32K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.26K+ 1820.05% |
$253K - $274K
|
7.66K
$291K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
BUY
|
- |
3.63K+ 9.61% |
$127K - $137K
|
41.5K
$1.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.48K+ 11.11% |
$51.6K - $55.8K
|
14.8K
$562K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
872+ 8.64% |
$30.4K - $32.8K
|
11K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
691+ 153.22% |
$24.1K - $26K
|
1.14K
$43.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
646+ 39.7% |
$22.5K - $24.3K
|
2.27K
$86.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
495+ 2.1% |
$17.2K - $18.6K
|
24.1K
$913K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
400New |
$13.9K - $15.1K
|
400
$15.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
400New |
$13.9K - $15.1K
|
400
$15.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
301+ 2.34% |
$10.5K - $11.3K
|
13.2K
$499K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
147New |
$5.12K - $5.54K
|
147
$5.58K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
136New |
$4.74K - $5.12K
|
136
$5.16K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
60+ 5.27% |
$2.09K - $2.26K
|
1.2K
$45.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 0.2% |
$1.29K - $1.39K
|
18.2K
$691K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
33New |
$1.15K - $1.24K
|
33
$1.25K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$69.7 - $75.3
|
7.51K
$285K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.03% |
$69.7 - $75.3
|
7.51K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-233- 25.55% |
$8.12K - $8.78K
|
679
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-627- 5.88% |
$21.8K - $23.6K
|
10K
$381K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.86K- 16.27% |
$169K - $183K
|
25K
$949K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.57K- 14.64% |
$298K - $323K
|
49.9K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.5K- 9.9% |
$1.59M - $1.72M
|
415K
$15.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-88.4K- 49.45% |
$3.08M - $3.33M
|
90.4K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-761K- 98.72% |
$26.5M - $28.7M
|
9.9K
$376K
|