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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.7KNew |
$1.34M - $1.51M
|
35.7K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.1K+ 143.13% |
$1.2M - $1.35M
|
54.6K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.9K+ 5.6% |
$1.04M - $1.18M
|
527K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10.7K+ 7.76% |
$400K - $451K
|
149K
$5.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.34KNew |
$125K - $141K
|
3.34K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.47K+ 0.99% |
$92.4K - $104K
|
253K
$9.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.26K+ 13.85% |
$84.6K - $95.3K
|
18.6K
$711K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.28K+ 12.62% |
$47.8K - $53.8K
|
11.4K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
150+ 1.29% |
$5.61K - $6.32K
|
11.8K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 9.06% |
$4.34K - $4.89K
|
1.4K
$53.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 2.7% |
$37.4 - $42.1
|
38
$1.45K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 28.57% |
$374 - $421
|
25
$956
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-794- 4.17% |
$29.7K - $33.5K
|
18.2K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.4K- 11.62% |
$52.2K - $58.8K
|
10.6K
$406K
|