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Bartlett & Co Wealth Management’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Bartlett & Co Wealth Management’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 		$886 Hold
15
– – ﹤0.01% 1142
2025
Q4 		$735 Hold
15
– – ﹤0.01% 1157
2025
Q3 		$713 Sell
15
-10
-40% -$449 ﹤0.01% 1132
2025
Q2 		$1.08K Hold
25
– – ﹤0.01% 1142
2025
Q1 		$957 Hold
25
– – ﹤0.01% 1119
2024
Q4 		$935 Sell
25
-10
-29% -$395 ﹤0.01% 1078
2024
Q3 		$1.42K Hold
35
– – ﹤0.01% 1063
2024
Q2 		$1.34K Sell
35
-250
-88% -$9.34K ﹤0.01% 1079
2024
Q1 		$10.4K Sell
285
-23
-7% -$821 ﹤0.01% 904
2023
Q4 		$11.1K Buy
308
+298
+2,980% +$10.4K ﹤0.01% 984
2023
Q3 		$345 Buy
+10
New +$363 ﹤0.01% 1139

Other funds holding JEMA

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
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
WAM
WNY Asset Management Williamsville, New York $967M AUM
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