Purchases and Sales Made in Q4 2025 in Jpmorgan Activebuilders Emergi (JEMA)
This table provides information about the institutional ownership of Jpmorgan Activebuilders Emergi (JEMA) during Q4 2025. 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 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
81K+ 73.1% |
$3.76M - $4.08M
|
192K
$9.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
22.2K+ 5.45% |
$1.03M - $1.12M
|
430K
$21.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
12.1KNew |
$561K - $609K
|
12.1K
$598K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.05K+ 1.95% |
$374K - $405K
|
421K
$20.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.82K+ 28.2% |
$131K - $142K
|
12.8K
$634K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.75K+ 17.95% |
$128K - $138K
|
18.1K
$893K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
1.61K+ 13.55% |
$74.7K - $81K
|
13.5K
$667K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.08K+ 15.16% |
$49.9K - $54.1K
|
8.17K
$404K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
442+ 17.55% |
$20.5K - $22.3K
|
2.96K
$146K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
296+ 7.11% |
$13.7K - $14.9K
|
4.46K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
256+ 5.22% |
$11.9K - $12.9K
|
5.16K
$255K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
38New |
$1.76K - $1.91K
|
38
$1.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 2.44% |
$46.4 - $50.4
|
42
$2.08K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-14- 2.14% |
$650 - $705
|
640
$31.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-124- 2.0% |
$5.76K - $6.24K
|
6.06K
$300K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 1.71% |
$13.9K - $15.1K
|
17.2K
$849K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.73K- 41.37% |
$173K - $188K
|
5.29K
$262K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.59K- 7.92% |
$352K - $382K
|
88.2K
$4.36M
|
|