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Geneos Wealth Management’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Geneos 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 		$142K Sell
2,737
-297
-10% -$15.8K ﹤0.01% 1070
2025
Q4 		$149K Buy
3,034
+78
+3% +$3.83K ﹤0.01% 1028
2025
Q3 		$141K Buy
2,956
+647
+28% +$29K ﹤0.01% 1014
2025
Q2 		$99.4K Sell
2,309
-2,140
-48% -$84.9K ﹤0.01% 1257
2025
Q1 		$170K Buy
4,449
+3,053
+219% +$117K ﹤0.01% 1306
2024
Q4 		$52.2K Buy
1,396
+116
+9% +$4.58K ﹤0.01% 1300
2024
Q3 		$52K Sell
1,280
-120
-9% -$4.61K ﹤0.01% 1187
2024
Q2 		$53.5K Buy
1,400
+514
+58% +$19.2K ﹤0.01% 1046
2024
Q1 		$32.5K Buy
+886
New +$31.6K ﹤0.01% 1220

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