JPMorgan Activebuilders EmerJEMAETF

13F holders, Q4 2024 (December 31)
68holders +4
9new positions
9sold out
$37.41avg. 13F price*

At the end of Q4 2024, 68 institutions reported holding JPMorgan Activebuilders Emer (JEMA) in their 13F filings, up 4 from Q3 2024. 9 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($786.8M), Raymond James Financial Inc. ($34.5M) and Morgan Stanley ($29.8M).

Company
JPMorgan Activebuilders Emer
CUSIP
46641Q266
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 60Q1 2024Q2 2024: 73Q2 2024Q3 2024: 64Q3 2024Q4 2024: 68Q4 2024Q1 2025: 68Q1 2025Q2 2025: 74Q2 2025Q3 2025: 83Q3 2025Q4 2025: 92Q4 2025Q1 2026: 112Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$1.2M
Exits9$17.9M

All 13F filers, Q3 2024 → Q4 2024: 1,731,600 shares bought and 1,753,811 shares sold, net −22,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 68 holders

JPMorgan Chase & Co. 0.06% Add +7.7% 21,032,724 $786.8M
Raymond James Financial Inc. 0.01% — 923,415 $34.5M
Morgan Stanley 0.00% Reduce -50.3% 797,215 $29.8M
Janney Montgomery Scott LLC 0.05% Add +5.6% 526,595 $19.7M
Vestmark Advisory Solutions, Inc. 0.64% Add +10.7% 493,123 $18.4M
Kelly Financial Group LLC 4.67% — 350,628 $13.1M
Pallas Capital Advisors LLC 0.40% Add +1.0% 252,792 $9.5M
LPL Financial LLC 0.00% Add +18.7% 163,226 $6.1M
Wagner Wealth Management, LLC 1.53% Add +7.8% 158,790 $5.9M
Daymark Wealth Partners, LLC 0.23% Add +7.8% 148,551 $5.6M
MN Wealth Advisors, LLC 3.04% Add +4.9% 144,305 $5.4M
Advantage Trust Co 3.03% Add +0.9% 137,765 $5.2M
Lido Advisors, LLC 0.03% Add +1.6% 106,022 $4.0M
Envestnet Asset Management Inc. 0.00% Add +24.5% 68,645 $2.6M
Perigon Wealth Management, LLC 0.05% Add +143.1% 54,554 $2.0M
5T Wealth, LLC 0.87% — 42,261 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +2.1% 38,532 $1.4M
Blue Oak Capital, LLC 0.86% — 37,698 $1.4M
Centennial Bank 0.62% Add +7.5% 35,485 $1.3M
Cetera Investment Advisers 0.00% Add +34.9% 28,080 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -1.1% 23,336 $873K
Stifel Financial Corp. 0.00% Add +4.8% 21,259 $795K
Dynamic Advisor Solutions LLC 0.03% Add +13.8% 18,589 $695K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -4.2% 18,224 $682K
Kestra Advisory Services, LLC 0.00% Reduce -1.4% 14,093 $527K
3Chopt Investment Partners, LLC 0.18% Add +8.2% 13,807 $517K
Jane Street Group, LLC 0.00% Reduce -97.3% 13,072 $489K
GeoWealth Management, LLC 0.02% Reduce -7.8% 12,974 $485K
MML Investors Services, LLC 0.00% Add +13.9% 12,811 $479K
M Holdings Securities, Inc. 0.08% Add +6.3% 12,495 $467K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,879 $444K
Stephens Inc. 0.01% Add +1.3% 11,800 $441K
Osaic Holdings, Inc. 0.00% Reduce -11.2% 11,421 $427K
Lake Street Private Wealth, LLC 0.07% Add +12.6% 11,395 $426K
Seneca House Advisors 0.16% Reduce -11.6% 10,610 $397K
Wayfinding Financial, LLC 0.20% New 10,028 $375K
Cwm, LLC 0.00% Add +10.0% 7,595 $284K
TBH Global Asset Management, LLC 0.06% Reduce -76.8% 6,294 $261K
Farther Finance Advisors, LLC 0.01% Reduce -40.3% 6,555 $245K
Private Advisor Group, LLC 0.00% Reduce -35.0% 5,744 $215K
Visionary Wealth Advisors 0.01% Add +6.5% 5,577 $209K
Jones Financial Companies LLLP 0.00% Add +77.1% 5,483 $205K
Greenwich Wealth Management LLC 0.01% New 5,437 $203K
IFP Advisors, Inc 0.01% Reduce -4.9% 4,576 $171K
AdvisorNet Financial, Inc 0.01% New 3,343 $125K
Comerica Bank 0.00% Reduce -2.3% 3,240 $121K
Geneos Wealth Management Inc. 0.00% Add +9.1% 1,396 $52K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,201 $45K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 754 $28K
Royal Bank of Canada 0.00% Add +252.3% 754 $28K
LGT Financial Advisors LLC 0.05% Reduce -0.2% 611 $23K
Northwest Capital Management Inc 0.01% No change 400 $15K
UBS Group AG 0.00% New 400 $15K
WealthShield Partners, LLC 0.00% No change 232 $9K
Assetmark, Inc. 0.00% New 232 $9K
Synergy Investment Management, LLC 0.00% — 157 $6K
Northwestern Mutual Wealth Management Co. 0.00% Add +211.6% 134 $5K
Principia Wealth Advisory, LLC 0.00% — 111 $4K
Sound Income Strategies, LLC 0.00% No change 100 $4K
Tidemark, LLC 0.00% No change 87 $3K
Wells Fargo & Company 0.00% Reduce -67.1% 70 $3K
Spire Wealth Management 0.00% Add +2.7% 38 $1K
Frazier Financial Advisors, LLC 0.00% New 36 $1K
Global Retirement Partners, LLC 0.00% No change 34 $1K
CoreCap Advisors, LLC 0.00% New 33 $1K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -28.6% 25 $935
Rothschild Investment LLC 0.00% New 8 $299
Harbour Investments, Inc. 0.00% No change 1 $37

"% of holder's portfolio" is JEMA's weight in each manager's 13F, not the share of JPMorgan Activebuilders Emer the manager owns.