CARY STREET PARTNERS INVESTMENT ADVISORY LLC JEMA — JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF

Ownership history in CARY STREET PARTNERS INVESTMENT ADVISORY LLC  ·  3 quarters on record

AI Ownership Summary

CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF (JEMA) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows JEMA at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JEMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS INVESTMENT ADVISORY LLC's position in JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JEMA was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JEMA stock page CARY STREET PARTNERS INVESTMENT ADVISORY LLC fund profile CARY STREET PARTNERS INVESTMENT ADVISORY LLC full holdings
How CARY STREET PARTNERS INVESTMENT ADVISORY LLC held JEMA — position size vs. price
% of Fund (quarterly)    JEMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 4,671 +747 +19.0% 0.06% $298K 2026-07-17 $58.83
2026 Q1 REDUCED — — — 3,924 -175 -4.3% 0.05% $204K 2026-04-29 $57.79
2025 Q4 INITIATED — — — 4,099 — — 0.05% $201K 2026-02-09 $54.69

🏢 Other funds also holding JEMA

As of 2026 Q3 — sorted by position size

KELLY FINANCIAL GROUP LLC 7.18% BURKETT FINANCIAL SERVICES, LLC 6.61% Advantage Trust Co 4.25% MLG Wealth Management DBA Pine Grove Financial Group 1.51% Merited Wealth, LLC 0.98% Nautilus Advisors LLC 0.72% Saxony Capital Management, LLC 0.32% First Bank & Trust 3Y 7Y 0.23% UNIQUE WEALTH, LLC 3Y 0.14% Emergent Wealth Advisors, LLC 0.13%

FAQ About CARY STREET PARTNERS INVESTMENT ADVISORY LLC and JEMA

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported owning JEMA?

CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported JEMA across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported JEMA position in CARY STREET PARTNERS INVESTMENT ADVISORY LLC's portfolio?

The largest reported portfolio weight for JEMA was 0.06% in 2026 Q2.

What is the latest reported JEMA position on this page?

The most recent filing on this page is 2026 Q2, when CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported 4,671 shares, equal to 0.06% of portfolio, with an estimated market value of $298K.

What does the chart on this JEMA ownership page compare?

The chart compares CARY STREET PARTNERS INVESTMENT ADVISORY LLC's quarterly JEMA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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