JEMA — J P MORGAN EXCHANGE TRADED F

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JEMA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,231 -113 -8.4% 0.00% $59K $46.17
2023 Q4 ADDED 1,344 +1,321 +5743.5% 0.00% $49K $34.37
2022 Q4 INITIATED 23 — — 0.00% $782 —
% of Fund (quarterly)    JEMA price (monthly, adj. close)

Other funds also holding JEMA

As of 2025 Q4 — sorted by position size

Wagner Wealth Management, LLC 3Y 7Y 1.97% Pallas Capital Advisors LLC 3Y 0.7% Centennial Bank/AR/ 0.57% Elevation Wealth Management LLC 0.54% Vestmark Advisory Solutions, Inc. 3Y 0.47% Saxony Capital Management, LLC 0.36% DAYMARK WEALTH PARTNERS, LLC 3Y 0.3% Wayfinding Financial, LLC 3Y 0.24% Strategic Financial Concepts, LLC 0.21% Seneca House Advisors 3Y 7Y 0.14%
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