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

Spire 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 Q2	$2.36K	Sell	37 -2	-5%	-$121	﹤0.01%	1976
2026 Q1	$2.03K	Sell	39 -3	-7%	-$160	﹤0.01%	2043
2025 Q4	$2.06K	Buy	42 +1	+2%	+$49	﹤0.01%	2091
2025 Q3	$1.95K	Sell	41 -1	-2%	-$45	﹤0.01%	2168
2025 Q2	$1.81K	Sell	42 -5	-11%	-$198	﹤0.01%	2192
2025 Q1	$1.8K	Buy	47 +9	+24%	+$346	﹤0.01%	2291
2024 Q4	$1.42K	Buy	38 +1	+3%	+$40	﹤0.01%	2312
2024 Q3	$1.5K	Sell	37 -5	-12%	-$192	﹤0.01%	2048
2024 Q2	$1.6K	Sell	42 -17	-29%	-$635	﹤0.01%	2049
2024 Q1	$2.16K	Sell	59 -16	-21%	-$571	﹤0.01%	2080
2023 Q4	$2.58K	Sell	75 -36	-32%	-$1.26K	﹤0.01%	2091
2023 Q3	$3.83K	Sell	111 -36	-24%	-$1.31K	﹤0.01%	1997
2023 Q2	$5.35K	Buy	+147	New	+$5.29K	﹤0.01%	1980

Other funds holding JEMA

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

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

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return