Latest Institutional Transactions on Jpmorgan Activebuilders Emergi (JEMA)
This table provides information on the latest institutional transactions involving Jpmorgan Activebuilders Emergi (JEMA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
67New |
$2.44K - $2.67K
|
67
$2.89K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.28K+ 16.51% |
$83.1K - $91K
|
16.1K
$694K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 23.68% |
$328 - $359
|
47
$2.03K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
163+ 0.39% |
$5.94K - $6.5K
|
42.4K
$1.83M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-128K- 88.54% |
$4.66M - $5.1M
|
16.5K
$713K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 19.81% |
$1.07M - $1.17M
|
119K
$5.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-111Closed |
$4.05K - $4.43K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.27K- 11.12% |
$46.2K - $50.6K
|
10.1K
$437K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.78K- 19.56% |
$104K - $117K
|
11.4K
$492K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
597New |
$22.3K - $25.2K
|
597
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$37.4 - $42.1
|
754
$32.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33New |
$1.23K - $1.39K
|
33
$1.42K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-143- 67.14% |
$5.35K - $6.03K
|
70
$3.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$1.35K - $1.52K
|
36
$1.55K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91+ 211.63% |
$3.4K - $3.83K
|
134
$5.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.44KNew |
$203K - $229K
|
5.44K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
232New |
$8.68K - $9.78K
|
232
$10K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
157New |
$5.87K - $6.62K
|
157
$6.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8New |
$299 - $337
|
8
$345
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20.8K- 76.8% |
$780K - $878K
|
6.29K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
150+ 1.29% |
$5.61K - $6.32K
|
11.8K
$509K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.7KNew |
$1.34M - $1.51M
|
35.7K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 28.57% |
$374 - $421
|
25
$1.08K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.62K- 39.83% |
$310K - $358K
|
13K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-90.6K- 32.52% |
$3.26M - $3.77M
|
188K
$8.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.2KNew |
$2.42M - $2.8M
|
67.2K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$180 - $208
|
5
$216
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$1.01K - $1.16K
|
28
$1.21K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-193- 34.71% |
$6.94K - $8.02K
|
363
$15.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.74K- 14.4% |
$98.7K - $114K
|
16.3K
$703K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.63K+ 0.4% |
$131K - $151K
|
921K
$39.7M
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.6K- 16.71% |
$56.8K - $62.1K
|
7.98K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-669- 54.48% |
$23.7K - $26K
|
559
$24.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
70.1KNew |
$2.49M - $2.72M
|
70.1K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
303New |
$10.8K - $11.8K
|
303
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10New |
$355 - $388
|
10
$431
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
47New |
$1.67K - $1.83K
|
47
$2.03K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
106+ 62.35% |
$3.76K - $4.12K
|
276
$11.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
109KNew |
$3.88M - $4.25M
|
109K
$4.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-26- 2.12% |
$922 - $1.01K
|
1.2K
$51.8K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33New |
$1.17K - $1.28K
|
33
$1.42K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
100New |
$3.55K - $3.88K
|
100
$4.31K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.5KNew |
$514K - $562K
|
14.5K
$624K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
76New |
$2.7K - $2.95K
|
76
$3.28K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
109+ 1362.5% |
$3.69K - $4.04K
|
117
$5.04K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 94.2% |
$515K - $564K
|
31.4K
$1.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
232New |
$7.86K - $8.61K
|
232
$10K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 47.83% |
$372 - $408
|
34
$1.47K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.92% |
$33.9 - $37.1
|
51
$2.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
684+ 6.96% |
$23.2K - $25.4K
|
10.5K
$453K
|
|