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Navalign LLC’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Navalign LLC’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 		– Sell
-7,613
Closed -$263K – 139
2023
Q3 		$263K Buy
+7,613
New +$276K 0.1% 124

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 $206M AUM 17.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Navalign LLC's JEMA Position: Q4 2023 in Review

Navalign LLC sold out of JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) in Q4 2023, closing a stake of 7,613 shares — an estimated $263K sold.

Navalign LLC first reported a position in JEMA in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 58 funds tracked by Wall St. Rank hold JEMA as of Q4 2023.

  • Navalign LLC reported no remaining JPMorgan ActiveBuilders Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Navalign LLC sold 7,613 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q4 2023, an estimated $263K.
  • Navalign LLC first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • Navalign LLC's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $263K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q4 2023.

Based on Navalign LLC's 13F filing for Q4 2023, filed 18 Jan 2024.