Institutional Ownership Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,396
shares
|
$54,625
0.0% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,201
shares
|
$46,995
0.0% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
754
shares
|
$29,504
0.0% of portfolio
|
Q4 2024
Added 252.34%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
754
shares
|
$29,504
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
611
shares
|
$23,908
0.05% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
597
shares
|
$23,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
400
shares
|
$15,652
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
400
shares
|
$15,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
363
shares
|
$14,204
0.01% of portfolio
|
Q3 2024
Reduced 34.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
308
shares
|
$12,052
0.0% of portfolio
|
Q4 2023
Added 2980.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
232
shares
|
$9,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
232
shares
|
$9,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
157
shares
|
$6,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
134
shares
|
$5,243
0.0% of portfolio
|
Q4 2024
Added 211.63%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$3,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
87
shares
|
$3,404
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
70
shares
|
$2,739
0.0% of portfolio
|
Q4 2024
Reduced 67.14%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
38
shares
|
$1,486
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
36
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34
shares
|
$1,330
0.0% of portfolio
|
Q1 2024
Added 47.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
33
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
25
shares
|
$978
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
8
shares
|
$313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|