Daymark Wealth Partners, LLC Jp Morgan Diversified Return Transaction History

Daymark Wealth Partners, LLC

$2.86 Billion
Q1 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 10,165 shares of JPEM stock, worth $527,766. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,165

Previous 9,802 3.7%

Holding current value

$527,766

Previous $508,000 5.51%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$50.81 - $54.04 $18,444 - $19,616	363 Added 3.7%	10,165 $536,000
Q4 2024 Jan 17, 2025	SELL	$51.88 - $57.84 $20,544 - $22,904	-396 Reduced 3.88%	9,802 $508,000
Q3 2024 Oct 08, 2024	SELL	$52.23 - $56.96 $12,796 - $13,955	-245 Reduced 2.35%	10,198 $577,000
Q2 2024 Aug 14, 2024	SELL	$53.03 - $56.92 $195,044 - $209,351	-3,678 Reduced 26.05%	10,443 $564,000
Q1 2024 Apr 10, 2024	BUY	$51.04 - $54.18 $316,192 - $335,645	6,195 Added 78.16%	14,121 $754,000
Q4 2023 Jan 09, 2024	SELL	$47.68 - $52.39 $147,808 - $162,409	-3,100 Reduced 28.12%	7,926 $414,000
Q3 2023 Oct 10, 2023	BUY	$50.11 - $53.14 $552,512 - $585,921	11,026 New	11,026 $555,000

Others Institutions Holding JPEM

# of Institutions

137

Shares Held

5.49M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Account

Daymark Wealth Partners, LLC Jp Morgan Diversified Return Transaction History