Purchases and Sales Made in Q4 2023 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
847K+ 231.38% |
$28.2M - $31M
|
1.21M
$48.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
179K+ 41.26% |
$5.96M - $6.56M
|
613K
$24.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
155KNew |
$5.16M - $5.68M
|
155K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
130K+ 6051.14% |
$4.34M - $4.78M
|
133K
$5.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
126K+ 21.78% |
$4.21M - $4.63M
|
707K
$28.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
96.7K+ 63.0% |
$3.22M - $3.54M
|
250K
$9.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
90.7KNew |
$3.02M - $3.32M
|
90.7K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
80.4K+ 28.17% |
$2.68M - $2.95M
|
366K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.7K+ 193.0% |
$2.66M - $2.92M
|
121K
$4.81M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.1K+ 8.13% |
$1.77M - $1.95M
|
707K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.8K+ 39.54% |
$991K - $1.09M
|
105K
$4.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 90.16% |
$712K - $783K
|
45.1K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
13.8K+ 134.78% |
$458K - $504K
|
24K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$370K - $407K
|
11.1K
$442K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.37KNew |
$279K - $307K
|
8.37K
$333K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.25K+ 21.01% |
$275K - $302K
|
47.5K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.45KNew |
$215K - $236K
|
6.45K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.38KNew |
$212K - $234K
|
6.38K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.83KNew |
$194K - $214K
|
5.83K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.65KNew |
$188K - $207K
|
5.65K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.14K+ 207.88% |
$138K - $152K
|
6.13K
$244K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.05K+ 31.91% |
$135K - $148K
|
16.7K
$666K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
4.02K+ 29.44% |
$134K - $147K
|
17.7K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.69K+ 29.59% |
$123K - $135K
|
16.1K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 54.82% |
$95.9K - $106K
|
8.14K
$323K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1.8K+ 22.39% |
$59.8K - $65.8K
|
9.82K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 4.61% |
$57.2K - $62.9K
|
39K
$1.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.65KNew |
$54.9K - $60.5K
|
1.65K
$65.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.34KNew |
$44.8K - $49.2K
|
1.34K
$53.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
711+ 2.98% |
$23.7K - $26.1K
|
24.6K
$977K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
635+ 158.75% |
$21.1K - $23.3K
|
1.04K
$41.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
298+ 2980.0% |
$9.92K - $10.9K
|
308
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
298+ 2980.0% |
$9.92K - $10.9K
|
308
$12.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
255New |
$8.49K - $9.34K
|
255
$10.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
162+ 29.19% |
$5.39K - $5.94K
|
717
$28.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
87New |
$2.9K - $3.19K
|
87
$3.46K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6New |
$200 - $220
|
6
$239
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$33.3 - $36.6
|
1
$39.8
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-36- 32.43% |
$1.2K - $1.32K
|
75
$2.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-356- 51.59% |
$11.9K - $13K
|
334
$13.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-381- 87.99% |
$12.7K - $14K
|
52
$2.07K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2.21K- 5.34% |
$73.7K - $81.1K
|
39.2K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.43K- 5.43% |
$80.8K - $88.9K
|
42.3K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.3K- 13.47% |
$110K - $121K
|
21.2K
$843K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.52K- 19.04% |
$117K - $129K
|
15K
$595K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.5K- 5.27% |
$150K - $165K
|
80.9K
$3.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-4.88K- 10.01% |
$162K - $179K
|
43.9K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-8.83K- 64.33% |
$294K - $324K
|
4.9K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-9.78K- 15.93% |
$326K - $358K
|
51.6K
$2.05M
|