ATC
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Advantage Trust Company’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Advantage Trust Company’s Portfolio JEMA Stock Details JEMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.08M Buy
174,425
+19,912
+13% +$1.06M 4.07% 10
2025
Q4 		$7.57M Buy
154,513
+10,392
+7% +$510K 3.41% 11
2025
Q3 		$6.85M Buy
144,121
+4,031
+3% +$181K 3.1% 11
2025
Q2 		$6.03M Buy
140,090
+795
+0.6% +$31.6K 2.97% 11
2025
Q1 		$5.33M Buy
139,295
+1,530
+1% +$58.9K 3.23% 11
2024
Q4 		$5.15M Buy
137,765
+1,255
+0.9% +$49.6K 3.03% 11
2024
Q3 		$5.54M Buy
136,510
+406
+0.3% +$15.6K 3.76% 8
2024
Q2 		$5.2M Sell
136,104
-1,202
-0.9% -$44.9K 3.73% 8
2024
Q1 		$5.03M Buy
137,306
+46,653
+51% +$1.67M 3.71% 8
2023
Q4 		$3.29M Buy
+90,653
New +$3.18M 2.59% 10

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Janney Montgomery Scott
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VAS
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WAM
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Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return