Principia Wealth Advisory, LLC Jpmorgan Activebuilders Emergi Transaction History

Principia Wealth Advisory, LLC

$118 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	SELL	$36.46 - $39.9 $4,047 - $4,428	-111 Closed	0 $0
Q4 2024 Apr 11, 2025	BUY	$37.41 - $42.14 $4,152 - $4,677	111 New	111 $4.15 Million

Others Institutions Holding JEMA

# of Institutions

80

Shares Held

29M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

20.6M
Shares

$912 Million
0.06% of portfolio
Morgan Stanley New York, NY

1.39M
Shares

$61.2 Million
0.0% of portfolio
Vestmark Advisory Solutions, Inc.

1.21M
Shares

$53.5 Million
0.85% of portfolio
Old Mission Capital LLC

1M
Shares

$44.4 Million
0.15% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

921K
Shares

$40.7 Million
0.05% of portfolio

About JPMORGAN ACTIVEBUILDERS EMERGI

Ticker JEMA
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