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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-72- 0.06% |
$3.08K - $3.44K
|
111K
$5.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.36K- 8.16% |
$144K - $161K
|
37.9K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
647+ 28.02% |
$27.7K - $30.9K
|
2.96K
$146K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.32K- 7.93% |
$56.4K - $63K
|
15.3K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-15.2K- 3.54% |
$649K - $725K
|
413K
$20.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.97K+ 1.65% |
$127K - $142K
|
183K
$9.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-205- 4.05% |
$8.77K - $9.79K
|
4.85K
$240K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 1.24% |
$257 - $287
|
478
$23.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.44KNew |
$361K - $403K
|
8.44K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
546+ 4.88% |
$23.4K - $26.1K
|
11.7K
$581K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
43.2KNew |
$1.85M - $2.06M
|
43.2K
$2.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
7.09KNew |
$303K - $339K
|
7.09K
$351K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
7.67K+ 19.06% |
$328K - $366K
|
47.9K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 1.16% |
$46.9K - $52.4K
|
95.8K
$4.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4- 6.78% |
$171 - $191
|
55
$2.72K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.24K+ 16.59% |
$95.8K - $107K
|
15.7K
$778K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-880- 12.45% |
$37.6K - $42K
|
6.19K
$306K
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.01K- 12.85% |
$43.2K - $48.2K
|
6.85K
$339K
|
|
|
Oct 10, 2025
Q3 2025
|
First Bank & Trust
|
BUY
|
- |
11.9KNew |
$508K - $567K
|
11.9K
$587K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 40.0% |
$428 - $478
|
15
$742
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
301+ 7.79% |
$12.9K - $14.4K
|
4.16K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.55K- 14.66% |
$66.3K - $74K
|
9.03K
$446K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
107+ 2.23% |
$4.58K - $5.11K
|
4.9K
$242K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-43- 16.73% |
$1.45K - $1.85K
|
214
$10.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
294New |
$9.91K - $12.7K
|
294
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30New |
$1.01K - $1.29K
|
30
$1.48K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8K+ 195.79% |
$735K - $940K
|
32.9K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.64KNew |
$55.2K - $70.6K
|
1.64K
$81K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-42- 0.55% |
$1.42K - $1.81K
|
7.6K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-2K- 16.95% |
$67.4K - $86.2K
|
9.8K
$485K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.21K+ 12.73% |
$40.9K - $52.3K
|
10.8K
$532K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 4.33% |
$50.5K - $64.6K
|
33.1K
$1.64M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.89KNew |
$288K - $315K
|
7.89K
$390K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
338New |
$12.3K - $13.5K
|
338
$16.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.68KNew |
$61.1K - $66.8K
|
1.68K
$82.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
76New |
$2.77K - $3.03K
|
76
$3.76K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-111Closed |
$4.05K - $4.43K
|
0
$0
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
597New |
$22.3K - $25.2K
|
597
$29.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$37.4 - $42.1
|
754
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
33New |
$1.23K - $1.39K
|
33
$1.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
36New |
$1.35K - $1.52K
|
36
$1.78K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.44KNew |
$203K - $229K
|
5.44K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
157New |
$5.87K - $6.62K
|
157
$7.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8New |
$299 - $337
|
8
$396
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
35.7KNew |
$1.34M - $1.51M
|
35.7K
$1.77M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.2KNew |
$2.42M - $2.8M
|
67.2K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$180 - $208
|
5
$247
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
28New |
$1.01K - $1.16K
|
28
$1.38K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-193- 34.71% |
$6.94K - $8.02K
|
363
$18K
|
|