Purchases and Sales Made in Q3 2023 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
366KNew |
$12.6M - $14.1M
|
366K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
315K+ 403.99% |
$10.8M - $12.1M
|
393K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
166K+ 39.98% |
$5.71M - $6.38M
|
580K
$22.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
85.4KNew |
$2.94M - $3.29M
|
85.4K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
75.3KNew |
$2.59M - $2.89M
|
75.3K
$2.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66.2KNew |
$2.28M - $2.55M
|
66.2K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.4K+ 630.48% |
$2.15M - $2.4M
|
72.3K
$2.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
59.3K+ 26.25% |
$2.04M - $2.28M
|
285K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.3KNew |
$1.42M - $1.59M
|
41.3K
$1.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
26.5KNew |
$912K - $1.02M
|
26.5K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.5KNew |
$844K - $943K
|
24.5K
$938K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.7KNew |
$473K - $528K
|
13.7K
$525K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13.6K+ 42.47% |
$470K - $525K
|
45.8K
$1.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.8K+ 4.39% |
$441K - $493K
|
305K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$352K - $393K
|
10.2K
$391K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.02K+ 4.48% |
$276K - $308K
|
187K
$7.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
7.61KNew |
$262K - $293K
|
7.61K
$291K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
7.27K+ 17.54% |
$250K - $280K
|
48.7K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.46K+ 13.92% |
$188K - $210K
|
44.7K
$1.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.43K+ 3.61% |
$187K - $209K
|
156K
$5.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.15K+ 8.24% |
$108K - $121K
|
41.4K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.49K+ 13.62% |
$51.4K - $57.5K
|
12.5K
$477K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.29KNew |
$44.3K - $49.5K
|
1.29K
$49.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
727New |
$25K - $28K
|
727
$27.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
487+ 3.7% |
$16.8K - $18.7K
|
13.6K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
275+ 1.51% |
$9.47K - $10.6K
|
18.5K
$707K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
48New |
$1.65K - $1.85K
|
48
$1.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21New |
$723 - $808
|
21
$803
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
10New |
$344 - $385
|
10
$383
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
10New |
$344 - $385
|
10
$383
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8New |
$275 - $308
|
8
$306
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-36- 24.49% |
$1.24K - $1.38K
|
111
$4.25K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-124- 18.26% |
$4.27K - $4.77K
|
555
$21.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-199- 0.83% |
$6.85K - $7.65K
|
23.9K
$913K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-281- 12.36% |
$9.67K - $10.8K
|
1.99K
$76.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-452- 39.58% |
$15.6K - $17.4K
|
690
$26.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-766- 63.89% |
$26.4K - $29.5K
|
433
$16.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.3K- 5.21% |
$44.8K - $50.1K
|
23.7K
$907K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.01K- 20.03% |
$69.2K - $77.3K
|
8.03K
$307K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.11K- 14.26% |
$72.7K - $81.2K
|
12.7K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 30.04% |
$77.7K - $86.8K
|
5.26K
$201K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.74K- 1.75% |
$94.3K - $105K
|
153K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.51K- 71.87% |
$190K - $212K
|
2.16K
$82.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.76K- 1.31% |
$198K - $221K
|
434K
$16.6M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.7K- 21.41% |
$368K - $411K
|
39.2K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.3K- 32.92% |
$630K - $704K
|
37.3K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 42.45% |
$1.32M - $1.48M
|
52K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-247K- 65.93% |
$8.51M - $9.51M
|
128K
$4.89M
|