Daymark Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Daymark Wealth Partners, LLC

  • $2.86 Billion
  • Q1 2025

A detailed history of Daymark Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 416,364 shares of JCPB stock, worth $19.3 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
416,364
Previous 260,807 59.64%
Holding current value
$19.3 Million
Previous $12 Million 62.66%
% of portfolio
0.68%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$45.56 - $47.23 $7.09 Million - $7.35 Million
155,557 Added 59.64%
416,364 $19.5 Million
Q4 2024

Jan 17, 2025
BUY
$46.07 - $48.17 $634,337 - $663,252
13,769 Added 5.57%
260,807 $12 Million
Q3 2024

Oct 08, 2024
BUY
$45.87 - $48.53 $2.07 Million - $2.19 Million
45,209 Added 22.4%
247,038 $11.9 Million
Q2 2024

Aug 14, 2024
SELL
$45.27 - $46.67 $4.7 Million - $4.85 Million
-103,912 Reduced 33.99%
201,829 $9.35 Million
Q1 2024

Apr 10, 2024
SELL
$46.0 - $47.18 $1.37 Million - $1.41 Million
-29,786 Reduced 8.88%
305,741 $14.3 Million
Q4 2023

Jan 09, 2024
SELL
$43.49 - $47.47 $1.06 Million - $1.15 Million
-24,287 Reduced 6.75%
335,527 $15.8 Million
Q3 2023

Oct 10, 2023
BUY
$44.57 - $46.79 $1.64 Million - $1.72 Million
36,835 Added 11.4%
359,814 $16.1 Million
Q2 2023

Jul 19, 2023
BUY
$46.41 - $47.75 $11.7 Million - $12 Million
251,420 Added 351.35%
322,979 $15 Million
Q1 2023

Apr 20, 2023
BUY
$45.84 - $47.89 $2.57 Million - $2.69 Million
56,098 Added 362.84%
71,559 $3.39 Million
Q4 2022

Jan 25, 2023
BUY
$44.67 - $47.29 $690,642 - $731,150
15,461 New
15,461 $0

Others Institutions Holding JCPB

# of Institutions
342
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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