Daymark Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Daymark Wealth Partners, LLC
- $2.95 Billion
- Q4 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 200,083 shares of JPIE stock, worth $9.25 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
200,083
Previous 249,107
19.68%
Holding current value
$9.25 Million
Previous $11.6 Million
20.0%
% of portfolio
0.31%
Previous 0.41%
Shares
12 transactions
Others Institutions Holding JPIE
# of Institutions
385Shares Held
79.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY7.43MShares$343 Million0.02% of portfolio
-
Morgan Stanley New York, NY5.4MShares$249 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$213 Million1.46% of portfolio
-
Savant Capital, LLC3.54MShares$164 Million0.92% of portfolio
-
Wells Fargo & Company San Francisco, CA2.58MShares$119 Million0.02% of portfolio