Purchases and Sales Made in Q4 2024 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5M+ 7.66% |
$56M - $63M
|
21M
$833M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
923KNew |
$34.5M - $38.9M
|
923K
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
351KNew |
$13.1M - $14.8M
|
351K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.7K+ 10.7% |
$1.78M - $2.01M
|
493K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
42.3KNew |
$1.58M - $1.78M
|
42.3K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.7KNew |
$1.34M - $1.51M
|
35.7K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 143.13% |
$1.2M - $1.35M
|
54.6K
$2.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.9K+ 5.6% |
$1.04M - $1.18M
|
527K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 18.69% |
$962K - $1.08M
|
163K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 24.54% |
$506K - $570K
|
68.6K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12K+ 2575.59% |
$450K - $507K
|
12.5K
$495K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.5K+ 7.82% |
$431K - $485K
|
159K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 7.76% |
$400K - $451K
|
149K
$5.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
10KNew |
$375K - $423K
|
10K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.26K+ 34.87% |
$272K - $306K
|
28.1K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 4.89% |
$252K - $284K
|
144K
$5.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.44KNew |
$203K - $229K
|
5.44K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.34KNew |
$125K - $141K
|
3.34K
$132K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.48K+ 7.52% |
$92.8K - $105K
|
35.5K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.47K+ 0.99% |
$92.4K - $104K
|
253K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.39K+ 77.1% |
$89.3K - $101K
|
5.48K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.26K+ 13.85% |
$84.6K - $95.3K
|
18.6K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.72K+ 1.65% |
$64.4K - $72.5K
|
106K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.56K+ 13.91% |
$58.5K - $65.9K
|
12.8K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.28K+ 12.62% |
$47.8K - $53.8K
|
11.4K
$451K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.26K+ 0.92% |
$46.9K - $52.9K
|
138K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.05K+ 8.22% |
$39.2K - $44.2K
|
13.8K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
971+ 4.79% |
$36.3K - $40.9K
|
21.3K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
809+ 2.14% |
$30.3K - $34.1K
|
38.5K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
692+ 10.02% |
$25.9K - $29.2K
|
7.6K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
540+ 252.34% |
$20.2K - $22.8K
|
754
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
400New |
$15K - $16.9K
|
400
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
339+ 6.47% |
$12.7K - $14.3K
|
5.58K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
232New |
$8.68K - $9.78K
|
232
$9.18K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
157New |
$5.87K - $6.62K
|
157
$6.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
150+ 1.29% |
$5.61K - $6.32K
|
11.8K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 9.06% |
$4.34K - $4.89K
|
1.4K
$55.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91+ 211.63% |
$3.4K - $3.83K
|
134
$5.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$1.35K - $1.52K
|
36
$1.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33New |
$1.23K - $1.39K
|
33
$1.31K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8New |
$299 - $337
|
8
$317
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 2.7% |
$37.4 - $42.1
|
38
$1.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$37.4 - $42.1
|
754
$29.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.16% |
$37.4 - $42.1
|
611
$24.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 28.57% |
$374 - $421
|
25
$990
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-76- 2.29% |
$2.84K - $3.2K
|
3.24K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 67.14% |
$5.35K - $6.03K
|
70
$2.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-200- 1.4% |
$7.48K - $8.43K
|
14.1K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-237- 4.92% |
$8.87K - $9.99K
|
4.58K
$181K
|