Stratos Wealth Partners’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Stratos Wealth Partners’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	-155,754	Closed	-$5.38M	–	1401
2023 Q3	$5.38M	Buy	155,754 +5,430	+4%	+$197K	0.12%	189
2023 Q2	$5.47M	Buy	150,324 +29,369	+24%	+$1.06M	0.12%	178
2023 Q1	$4.38M	Buy	+120,955	New	+$4.37M	0.12%	179

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Partners's JEMA Position: Q4 2023 in Review

Stratos Wealth Partners sold out of JPMorgan ActiveBuilders Emerging Markets Equity ETF (JEMA) in Q4 2023, closing a stake of 155,754 shares — an estimated $5.38M sold.

Stratos Wealth Partners first reported a position in JEMA in Q1 2023 and held it in 3 quarters. The position peaked at $5.47M in Q2 2023. 58 funds tracked by Wall St. Rank hold JEMA as of Q4 2023.

Stratos Wealth Partners reported no remaining JPMorgan ActiveBuilders Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 155,754 JPMorgan ActiveBuilders Emerging Markets Equity ETF shares in Q4 2023, an estimated $5.38M.
Stratos Wealth Partners first reported a position in JPMorgan ActiveBuilders Emerging Markets Equity ETF in Q1 2023 and held it in 3 quarters.
Stratos Wealth Partners's JPMorgan ActiveBuilders Emerging Markets Equity ETF position peaked at $5.47M in Q2 2023.
58 funds tracked by Wall St. Rank held JPMorgan ActiveBuilders Emerging Markets Equity ETF as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.