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 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	$1.19M	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 $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

GeoWealth Management's JEMA Position: Q2 2026 in Review

GeoWealth Management reduced its JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) stake by 4.6% in Q2 2026, selling an estimated $13.9K and leaving 4,805 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #646.

GeoWealth Management first reported a position in JEMA in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.48M in Q1 2023. 118 funds tracked by Wall St. Rank hold JEMA as of Q2 2026.

GeoWealth Management held 4,805 shares of JPMorgan ActiveBuilders Emerging Markets Equity ETF worth $307K as of Q2 2026.
GeoWealth Management sold 230 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q2 2026, an estimated $13.9K.
JPMorgan ActiveBuilders Emerging Markets Equity ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #646 holding.
GeoWealth Management first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q3 2022 and has held it in 16 quarters since.
GeoWealth Management's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $6.48M in Q1 2023.
118 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.