Janney Montgomery Scott LLC JEMA — JPM ACTVBLDRS EMRG ETF

Ownership history in Janney Montgomery Scott LLC  ·  16 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported JPM ACTVBLDRS EMRG ETF (JEMA) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows JEMA at 0.09% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JEMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in JPM ACTVBLDRS EMRG 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 Q1

JEMA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 736,120 -30,314 -4.0% 0.09% $38K 2026-04-22 $58.32
2025 Q4 ADDED — — — 766,434 +114,422 +17.5% 0.09% $37.6M 2026-02-11 $55.63
2025 Q3 ADDED — — — 652,012 +40,175 +6.6% 0.07% $31.0M 2025-11-14 (Est.) $48.02
2025 Q2 ADDED — — — 611,837 +68,693 +12.6% 0.07% $26.3M 2025-07-17 $42.49
2025 Q1 ADDED — — — 543,144 +16,549 +3.1% 0.06% $20.8M 2025-04-17 $35.54
2024 Q4 ADDED — — — 526,595 +27,923 +5.6% 0.05% $19.7M 2025-01-17 $36.37
2024 Q3 REDUCED 26.3% -5.3% ✅ 498,672 -177,595 -26.3% 0.06% $20.2M 2024-10-29 $37.78
2024 Q2 REDUCED 13.2% +6.3% ❌ 676,267 -102,840 -13.2% 0.08% $25.8M 2024-07-25 $35.39
2024 Q1 ADDED — — — 779,107 +166,554 +27.2% 0.08% $28.6M 2024-05-01 $34.77
2023 Q4 ADDED — — — 612,553 +178,912 +41.3% 0.07% $22.2M 2024-02-08 $33.62
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JEMA

As of 2026 Q1 — sorted by position size

KELLY FINANCIAL GROUP LLC 6.33% Wagner Wealth Management, LLC 3Y 7Y 2.01% 5T Wealth, LLC 1.13% Pallas Capital Advisors LLC 3Y 0.77% Nautilus Advisors LLC 0.73% Merited Wealth, LLC 0.66% Fortitude Financial, LLC 0.64% Saxony Capital Management, LLC 0.38% TBH Global Asset Management, LLC 3Y 0.22% First Bank & Trust 3Y 7Y 0.16%

FAQ About Janney Montgomery Scott 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 Janney Montgomery Scott LLC reported owning JEMA?

Janney Montgomery Scott LLC reported JEMA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JEMA position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for JEMA was 0.09% in 2026 Q1.

What is the latest reported JEMA position on this page?

The most recent filing on this page is 2026 Q1, when Janney Montgomery Scott LLC reported 736,120 shares, equal to 0.09% of portfolio, with an estimated market value of $38K.

What does the chart on this JEMA ownership page compare?

The chart compares Janney Montgomery Scott 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.

How well did Janney Montgomery Scott LLC time their JEMA position?

Based on 13F filing dates vs. subsequent JEMA price moves, Janney Montgomery Scott LLC correctly timed 9 out of 15 reported position changes (60%). The annualised alpha on JEMA relative to SPY over the holding period was +1.0%.

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