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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$33.3 - $36.6
|
1
$43.1
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
87New |
$2.9K - $3.19K
|
87
$3.75K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.34KNew |
$44.8K - $49.2K
|
1.34K
$57.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6New |
$200 - $220
|
6
$259
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.5K- 5.27% |
$150K - $165K
|
80.9K
$3.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
298+ 2980.0% |
$9.92K - $10.9K
|
308
$13.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
48New |
$1.65K - $1.85K
|
48
$2.07K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13.6K+ 42.47% |
$470K - $525K
|
45.8K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.43K+ 3.61% |
$187K - $209K
|
156K
$6.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
7.61KNew |
$262K - $293K
|
7.61K
$328K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
33New |
$1.15K - $1.24K
|
33
$1.42K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
400New |
$13.9K - $15.1K
|
400
$17.2K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$222K - $251K
|
6.51K
$281K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
161New |
$5.48K - $6.21K
|
161
$6.94K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.74KNew |
$53.5K - $62.6K
|
1.74K
$75K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$768 - $900
|
25
$1.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.9K+ 324.22% |
$1.56M - $1.83M
|
66.5K
$2.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17.4KNew |
$535K - $627K
|
17.4K
$751K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
37.7K+ 50.04% |
$1.16M - $1.36M
|
113K
$4.87M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-23K- 16.83% |
$732K - $853K
|
113K
$4.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.9K+ 13.03% |
$410K - $478K
|
112K
$4.81M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-242Closed |
$8.73K - $10.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
91New |
$3.28K - $3.86K
|
91
$3.92K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-43- 38.05% |
$1.55K - $1.82K
|
70
$3.02K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.17KClosed |
$187K - $219K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-979Closed |
$37.2K - $46.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4New |
$152 - $190
|
4
$172
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-8.83KClosed |
$335K - $420K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-115Closed |
$4.37K - $5.47K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14- 87.5% |
$639 - $688
|
2
$86.2
|
|