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

Bartlett & Co’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 		$11K Buy
308
+298
+2,980% +$10.4K ﹤0.01% 982
2023
Q3 		$0 Buy
+10
New +$363 ﹤0.01% 1159

Other funds holding JEMA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWA
MN Wealth Advisors Overland Park, Kansas $235M AUM 21.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co's JEMA Position: Q4 2023 in Review

Bartlett & Co increased its JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) stake by 2,980% in Q4 2023, buying an estimated $10.4K and bringing the position to 308 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Bartlett & Co first reported a position in JEMA in Q3 2023 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold JEMA as of Q4 2023.

  • Bartlett & Co held 308 shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF worth $11K as of Q4 2023.
  • Bartlett & Co bought 298 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q4 2023, an estimated $10.4K.
  • JPMorgan ActiveBuilders Emerging Markets Equity ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #982 holding.
  • Bartlett & Co first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.