Purchases and Sales Made in Q2 2024 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 75.42% |
$82K - $89.7K
|
753
$28.8K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 27.08% |
$87.4K - $95.6K
|
6.63K
$254K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.59K- 19.86% |
$127K - $139K
|
14.5K
$554K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.9K- 13.13% |
$174K - $190K
|
32.4K
$1.24M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-6.4K- 32.24% |
$227K - $249K
|
13.5K
$515K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.5K- 39.42% |
$337K - $369K
|
14.6K
$559K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 5.97% |
$368K - $403K
|
163K
$6.26M
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-13.7K- 51.63% |
$484K - $530K
|
12.8K
$490K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 35.58% |
$591K - $647K
|
30.2K
$1.15M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-18.5K- 37.5% |
$656K - $718K
|
30.8K
$1.18M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-103K- 13.2% |
$3.65M - $3.99M
|
676K
$25.9M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-108K- 22.11% |
$3.84M - $4.2M
|
381K
$14.6M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 18.6% |
$5.3M - $5.8M
|
654K
$25M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 18.6% |
$5.3M - $5.8M
|
654K
$25M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-175K- 58.84% |
$6.22M - $6.81M
|
123K
$4.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-212K- 18.74% |
$7.51M - $8.22M
|
918K
$35.1M
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-370K- 1.89% |
$13.1M - $14.4M
|
19.2M
$734M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.64M- 12.11% |
$93.7M - $103M
|
19.2M
$734M
|