Purchases and Sales Made in Q3 2024 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
950K+ 145.4% |
$34.2M - $39.5M
|
1.6M
$60.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
370K+ 1.93% |
$13.3M - $15.4M
|
19.5M
$741M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
370K+ 1.93% |
$13.3M - $15.4M
|
19.5M
$741M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.2KNew |
$2.42M - $2.8M
|
67.2K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
64.3K+ 16.88% |
$2.31M - $2.67M
|
445K
$16.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.4KNew |
$807K - $933K
|
22.4K
$851K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.7K+ 6.71% |
$566K - $655K
|
250K
$9.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.2K+ 12.36% |
$546K - $631K
|
138K
$5.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.91K+ 7.76% |
$356K - $412K
|
138K
$5.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
8.49K+ 45.55% |
$305K - $353K
|
27.1K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8.37K+ 6.03% |
$301K - $348K
|
147K
$5.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.87K+ 566.96% |
$211K - $244K
|
6.9K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.24KNew |
$188K - $218K
|
5.24K
$199K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.34K+ 65.39% |
$156K - $180K
|
11K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.63K+ 0.4% |
$131K - $151K
|
921K
$35M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.93K+ 25.81% |
$105K - $122K
|
14.3K
$542K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.64K+ 8.69% |
$94.9K - $110K
|
33K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.6K+ 107.51% |
$57.7K - $66.7K
|
3.1K
$117K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.57K+ 1.52% |
$56.3K - $65.1K
|
104K
$3.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
912+ 11.51% |
$32.8K - $37.9K
|
8.84K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
519+ 4.62% |
$18.7K - $21.6K
|
11.8K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
406+ 0.3% |
$14.6K - $16.9K
|
137K
$5.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
292+ 91.25% |
$10.5K - $12.1K
|
612
$23.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258+ 2.05% |
$9.28K - $10.7K
|
12.9K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.31% |
$2.27K - $2.62K
|
20.3K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$1.01K - $1.16K
|
28
$1.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
18+ 0.55% |
$647 - $748
|
3.32K
$126K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$180 - $208
|
5
$190
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-5- 11.9% |
$180 - $208
|
37
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7- 14.0% |
$252 - $291
|
43
$1.63K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-120- 8.57% |
$4.32K - $4.99K
|
1.28K
$48.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-150- 1.27% |
$5.4K - $6.24K
|
11.7K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-193- 34.71% |
$6.94K - $8.02K
|
363
$13.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-250- 1.51% |
$8.99K - $10.4K
|
16.3K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-529- 3.62% |
$19K - $22K
|
14.1K
$534K
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-788- 6.16% |
$28.3K - $32.8K
|
12K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 2.65% |
$37K - $42.7K
|
37.7K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 14.4% |
$98.7K - $114K
|
16.3K
$619K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.07K- 21.46% |
$111K - $128K
|
11.2K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.19K- 93.72% |
$115K - $133K
|
214
$8.12K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.36K- 30.09% |
$157K - $181K
|
10.1K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5.27K- 29.24% |
$190K - $219K
|
12.8K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.57K- 21.78% |
$236K - $273K
|
23.6K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.62K- 39.83% |
$310K - $358K
|
13K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.6K- 35.79% |
$417K - $483K
|
20.8K
$790K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11.8K- 38.3% |
$425K - $491K
|
19K
$722K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 31.41% |
$908K - $1.05M
|
55.1K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 15.8% |
$928K - $1.07M
|
138K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.2K- 85.39% |
$1.41M - $1.63M
|
6.72K
$255K
|