Principia Wealth Advisory’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Principia Wealth Advisory’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
2025 Q1	–	Sell	-111	Closed	-$4.15K	–	889
2024 Q4	$4.15K	Buy	+111	New	+$4.38K	﹤0.01%	166

Other funds holding JEMA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Principia Wealth Advisory's JEMA Position: Q1 2025 in Review

Principia Wealth Advisory sold out of JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) in Q1 2025, closing a stake of 111 shares — an estimated $4.15K sold.

Principia Wealth Advisory first reported a position in JEMA in Q4 2024 and held it in 1 quarter. The position peaked at $4.15K in Q4 2024. 68 funds tracked by Wall St. Rank hold JEMA as of Q1 2025.

Principia Wealth Advisory reported no remaining JPMorgan ActiveBuilders Emerging Markets Equity ETF position as of Q1 2025 after selling out during the quarter.
Principia Wealth Advisory sold 111 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q1 2025, an estimated $4.15K.
Principia Wealth Advisory first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q4 2024 and held it in 1 quarter.
Principia Wealth Advisory's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $4.15K in Q4 2024.
68 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.