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JPMorgan Activebuilders Emer (JEMA)

CUSIP: 46641Q266 | NYSE | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Lido Advisors, LLC838,382
0.1% of portfolio›$51.9M
Kelly Financial Group LLC503,897
7.2% of portfolio›$31.2M
Burkett Financial Services, LLC353,873
6.6% of portfolio›$21.9M
Daymark Wealth Partners, LLC296,963
0.4% of portfolio›$18.4M
MLG Wealth Management DBA Pine Grove Financial Group251,164
1.5% of portfolio›$15.5M
Advantage Trust Co195,327
4.2% of portfolio›$12.1M
Wagner Wealth Management, LLC191,302
2.1% of portfolio›$11.8M
Perigon Wealth Management, LLC122,054
0.1% of portfolio›$7.6M
Commonwealth Equity Services, LLC41,331
0.0% of portfolio›$2.6M
M Holdings Securities, Inc.35,771
0.0% of portfolio›$2.1K
Kestra Advisory Services, LLC29,940
0.0% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC27,753
0.0% of portfolio›$1.7M
Formidable Asset Management, LLC27,021
0.3% of portfolio›$1.7M
Fortitude Financial, LLC26,556
0.8% of portfolio›$1.6M
WJ Wealth Management, LLC25,537
0.6% of portfolio›$1.6M
First Bank & Trust25,413
0.2% of portfolio›$1.6M
Merited Wealth, LLC22,731
1.0% of portfolio›$1.4M
Unique Wealth, LLC20,193
0.1% of portfolio›$1.2M
Nautilus Advisors LLC19,214
0.7% of portfolio›$1.2M
Farther Finance Advisors, LLC16,109
0.0% of portfolio›$997.0K
Vise Technologies, Inc.13,451
0.0% of portfolio›$832.5K
MassMutual Private Wealth & Trust, FSB12,737
0.0% of portfolio›$788.3K
Saxony Capital Management, LLC12,182
0.3% of portfolio›$753.9K
3Chopt Investment Partners, LLC11,709
0.1% of portfolio›$724.7K
Accelerate Investment Advisors LLC11,604
0.4% of portfolio›$718.2K
Boyer Financial Services, Inc.11,214
0.6% of portfolio›$694.0K
Elevation Wealth Management LLC10,756
0.4% of portfolio›$665.7K
Lake Street Private Wealth, LLC10,126
0.1% of portfolio›$626.7K
Ascent Group, LLC8,267
0.0% of portfolio›$511.6K
IFP Advisors, Inc7,971
0.0% of portfolio›$493.3K
Cambridge Investment Research Advisors, Inc.5,699
0.0% of portfolio›$353
AdvisorNet Financial, Inc5,629
0.0% of portfolio›$337.5K
Dynamic Advisor Solutions LLC5,191
0.0% of portfolio›$321.3K
Firethorn Wealth Partners, LLC4,893
0.1% of portfolio›$302.8K
Ascentis Independent Advisors4,839
0.0% of portfolio›$299.5K
Emergent Wealth Advisors, LLC4,138
0.1% of portfolio›$256.1K
BIP Wealth, LLC3,868
0.0% of portfolio›$239.4K
Triad Wealth Partners, LLC3,757
0.0% of portfolio›$232.5K
MN Wealth Advisors, LLC3,678
0.1% of portfolio›$227.7K
Aegis Wealth Management, Inc.3,657
0.1% of portfolio›$226.3K
Ignite Planners, LLC3,318
0.0% of portfolio›$205.4K
Assetmark, Inc640
0.0% of portfolio›$39.6K
Cordgrass Capital Advisors, LLC598
0.0% of portfolio›$37.0K
Harbor Investment Advisory, LLC94
0.0% of portfolio›$5.8K
Private Trust Co NA52
0.0% of portfolio›$3.2K
Capital Investment Counsel, Inc38
0.0% of portfolio›$2.4K
Spire Wealth Management36
0.0% of portfolio›$2.2K
Indiana Trust & Investment Management Co26
0.0% of portfolio›$1.6K
Nova Financial LLC22
0.0% of portfolio›$1.4K
Latitude Advisors, LLC5
0.0% of portfolio›$309
StyleTurnoverLocationFiled
Lido Advisors, LLC
838,382$51.9M0.1%GrowthLowLos Angeles, CA2026-11-04
Kelly Financial Group LLC
503,897$31.2M7.2%ETFLowWethersfield, CT2026-10-16
Burkett Financial Services, LLC
353,873$21.9M6.6%ETFLowRock Hill, SC2026-10-01
Daymark Wealth Partners, LLC
296,963$18.4M0.4%CoreLowCincinnati, OH2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
251,164$15.5M1.5%ETFMediumWoodbury, MN2026-10-13
Advantage Trust Co
195,327$12.1M4.2%ETFVery LowSalina, KS2026-10-19
Wagner Wealth Management, LLC
191,302$11.8M2.1%ETFLowGreenville, SC2026-10-21
Perigon Wealth Management, LLC
122,054$7.6M0.1%GrowthLowSan Francisco, CA2026-10-22
Commonwealth Equity Services, LLC
41,331$2.6M0.0%ETFLowWaltham, MA2026-11-02
M Holdings Securities, Inc.
35,771$2.1K0.0%ETFHighPortland, OR2026-11-03
Kestra Advisory Services, LLC
29,940$1.9M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
27,753$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Formidable Asset Management, LLC
27,021$1.7M0.3%CoreLowCincinnati, OH2026-11-03
Fortitude Financial, LLC
26,556$1.6M0.8%ETFHighSpokane, WA2026-10-19
WJ Wealth Management, LLC
25,537$1.6M0.6%ETFMediumGlendale, AZ2026-11-03
First Bank & Trust
25,413$1.6M0.2%CoreLowBrookings, SD2026-10-19
Merited Wealth, LLC
22,731$1.4M1.0%ETFMediumNorth Bay Village, FL2026-10-13
Unique Wealth, LLC
20,193$1.2M0.1%ETFMediumTampa, FL2026-10-16
Nautilus Advisors LLC
19,214$1.2M0.7%GrowthLowLa Jolla, CA2026-10-07
Farther Finance Advisors, LLC
16,109$997.0K0.0%IndexLowSan Francisco, CA2026-10-08
Vise Technologies, Inc.
13,451$832.5K0.0%IndexLowNew York, NY2026-10-29
MassMutual Private Wealth & Trust, FSB
12,737$788.3K0.0%CoreLowSpringfield, MA2026-10-05
Saxony Capital Management, LLC
12,182$753.9K0.3%ETFMediumSt. Louis, MO2026-10-15
3Chopt Investment Partners, LLC
11,709$724.7K0.1%CoreLowRichmond, VA2026-10-30
Accelerate Investment Advisors LLC
11,604$718.2K0.4%ETFLowAliso Viejo, CA2026-11-02
Boyer Financial Services, Inc.
11,214$694.0K0.6%ETFLowNewport Beach, CA2026-10-23
Elevation Wealth Management LLC
10,756$665.7K0.4%Agg GrowthLowEden Prairie, MN2026-11-02
Lake Street Private Wealth, LLC
10,126$626.7K0.1%GrowthLowChicago, IL2026-10-22
Ascent Group, LLC
8,267$511.6K0.0%CoreLowVirginia Beach, VA2026-10-30
IFP Advisors, Inc
7,971$493.3K0.0%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
5,699$3530.0%ETFLowFairfield, IA2026-11-02
AdvisorNet Financial, Inc
5,629$337.5K0.0%ETFLowMinnetonka, MN2026-10-15
Dynamic Advisor Solutions LLC
5,191$321.3K0.0%ETFLowPhoenix, AZ2026-10-13
Firethorn Wealth Partners, LLC
4,893$302.8K0.1%ETFLowAugusta, GA2026-10-14
Ascentis Independent Advisors
4,839$299.5K0.0%ETFLowDallas, TX2026-11-03
Emergent Wealth Advisors, LLC
4,138$256.1K0.1%ETFMediumWilliamsville, NY2026-10-09
BIP Wealth, LLC
3,868$239.4K0.0%ETFMediumAtlanta, GA2026-10-22
Triad Wealth Partners, LLC
3,757$232.5K0.0%ETFMediumLawrence, KS2026-10-26
MN Wealth Advisors, LLC
3,678$227.7K0.1%ETFMediumOverland Park, KS2026-10-23
Aegis Wealth Management, Inc.
3,657$226.3K0.1%ETFMediumGuthrie Center, IA2026-10-26
Ignite Planners, LLC
3,318$205.4K0.0%CoreLowSan Clemente, CA2026-10-14
Assetmark, Inc
640$39.6K0.0%ETFLowConcord, CA2026-10-21
Cordgrass Capital Advisors, LLC
598$37.0K0.0%CoreLowRaleigh, NC2026-10-30
Harbor Investment Advisory, LLC
94$5.8K0.0%GrowthLowLutherville, MD2026-10-13
Private Trust Co NA
52$3.2K0.0%CoreLowCleveland, OH2026-10-20
Capital Investment Counsel, Inc
38$2.4K0.0%GrowthVery LowRaleigh, NC2026-10-20
Spire Wealth Management
36$2.2K0.0%GrowthMediumMclean, VA2026-10-30
Indiana Trust & Investment Management Co
26$1.6K0.0%GrowthLowMishawaka, IN2026-10-22
Nova Financial LLC
22$1.4K0.0%N/AN/ATucson, AZ2026-11-04
Latitude Advisors, LLC
5$3090.0%ETFLowYorkville, IL2026-10-27