Alpha Financial Partners’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Alpha Financial Partners’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
2023 Q4	–	Sell	-45,780	Closed	-$1.58M	–	84
2023 Q3	$1.58M	Buy	45,780 +13,648	+42%	+$495K	1.84%	12
2023 Q2	$1.17M	Buy	+32,132	New	+$1.16M	1.25%	16

Other funds holding JEMA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWA

MN Wealth Advisors Overland Park, Kansas $206M AUM 17.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpha Financial Partners's JEMA Position: Q4 2023 in Review

Alpha Financial Partners sold out of JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) in Q4 2023, closing a stake of 45,780 shares — an estimated $1.58M sold.

Alpha Financial Partners first reported a position in JEMA in Q2 2023 and held it in 2 quarters. The position peaked at $1.58M in Q3 2023. 58 funds tracked by Wall St. Rank hold JEMA as of Q4 2023.

Alpha Financial Partners reported no remaining JPMorgan ActiveBuilders Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Alpha Financial Partners sold 45,780 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q4 2023, an estimated $1.58M.
Alpha Financial Partners first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q2 2023 and held it in 2 quarters.
Alpha Financial Partners's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $1.58M in Q3 2023.
58 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q4 2023.

Based on Alpha Financial Partners's 13F filing for Q4 2023, filed 29 Jan 2024.