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

GeoWealth 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 Q3	$354K	Buy	5,728 +923	+19%	+$56.7K	0.01%	618
2026 Q2	$307K	Sell	4,805 -230	-5%	-$13.9K	0.01%	646
2026 Q1	$262K	Sell	5,035 -296	-6%	-$15.8K	0.01%	659
2025 Q4	$261K	Sell	5,331 -2,227	-29%	-$109K	0.01%	599
2025 Q3	$359K	Sell	7,558 -1,090	-13%	-$48.9K	0.01%	528
2025 Q2	$372K	Sell	8,648 -384	-4%	-$15.2K	0.01%	479
2025 Q1	$346K	Sell	9,032 -3,942	-30%	-$152K	0.01%	508
2024 Q4	$485K	Sell	12,974 -1,096	-8%	-$43.3K	0.02%	476
2024 Q3	$571K	Sell	14,070 -529	-4%	-$20.3K	0.02%	441
2024 Q2	$557K	Sell	14,599 -9,501	-39%	-$355K	0.02%	405
2024 Q1	$883K	Sell	24,100 -8,584	-26%	-$306K	0.03%	323
2023 Q4	$1.18M	Sell	32,684 -19,316	-37%	-$677K	0.1%	193
2023 Q3	$1.8M	Sell	52,000 -38,361	-42%	-$1.39M	0.2%	104
2023 Q2	$3.29M	Sell	90,361 -88,410	-49%	-$3.18M	0.36%	58
2023 Q1	$6.48M	Buy	178,771 +34,830	+24%	+$1.26M	0.76%	22
2022 Q4	$4.89M	Buy	143,941 +38,715	+37%	+$1.3M	0.52%	44
2022 Q3	$3.35M	Buy	+105,226	New	+$3.73M	0.37%	58

Other funds holding JEMA

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kelly Financial Group Wethersfield, Connecticut $435M AUM 10.81% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

GeoWealth Management's JEMA Position: Q3 2026 in Review

GeoWealth Management increased its JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) stake by 19% in Q3 2026, buying an estimated $56.7K and bringing the position to 5,728 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #618.

GeoWealth Management first reported a position in JEMA in Q3 2022 and has held it in 17 quarters since. The position peaked at $6.48M in Q1 2023. 87 funds tracked by Wall St. Rank hold JEMA as of Q3 2026.

GeoWealth Management held 5,728 shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF worth $354K as of Q3 2026.
GeoWealth Management bought 923 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q3 2026, an estimated $56.7K.
JPMorgan ActiveBuilders Emerging Markets Equity ETF made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #618 holding.
GeoWealth Management first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q3 2022 and has held it in 17 quarters since.
GeoWealth Management's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $6.48M in Q1 2023.
87 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.