WF
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Wayfinding Financial’s JPMorgan ActiveBuilders Emerging Markets Equity ETF JEMA Stock Holding History

Wayfinding Financial’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
Q1 		$617K Buy
11,865
+254
+2% +$13.6K 0.27% 64
2025
Q4 		$568K Buy
11,611
+687
+6% +$33.7K 0.24% 71
2025
Q3 		$519K Buy
10,924
+503
+5% +$22.6K 0.22% 74
2025
Q2 		$453K Buy
10,421
+65
+0.6% +$2.58K 0.2% 78
2025
Q1 		$396K Buy
10,356
+328
+3% +$12.6K 0.17% 81
2024
Q4 		$375K Buy
+10,028
New +$396K 0.2% 81
2024
Q3 		– Sell
-13,458
Closed -$513K – 75
2024
Q2 		$513K Sell
13,458
-6,403
-32% -$239K 0.29% 66
2024
Q1 		$745K Buy
19,861
+3,115
+19% +$111K 0.44% 47
2023
Q4 		$607K Buy
16,746
+4,051
+32% +$142K 0.41% 50
2023
Q3 		$436K Sell
12,695
-2,112
-14% -$76.6K 0.33% 58
2023
Q2 		$568K Buy
14,807
+1,481
+11% +$53.3K 0.39% 51
2023
Q1 		$483K Buy
+13,326
New +$481K 0.37% 52

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
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
WAM
WNY Asset Management Williamsville, New York $967M AUM
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return