Daymark Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 11,349 shares of JPIN stock, worth $643,374. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,349
Previous 11,137 1.9%
Holding current value
$643,374
Previous $615,000 10.73%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$54.1 - $60.82 $11,469 - $12,893
212 Added 1.9%
11,349 $681,000
Q2 2024

Aug 14, 2024
BUY
$53.9 - $57.66 $13,259 - $14,184
246 Added 2.26%
11,137 $615,000
Q1 2024

Apr 10, 2024
SELL
$52.64 - $56.44 $107,754 - $115,532
-2,047 Reduced 15.82%
10,891 $613,000
Q4 2023

Jan 09, 2024
SELL
$48.36 - $54.84 $1.25 Million - $1.42 Million
-25,933 Reduced 66.72%
12,938 $702,000
Q3 2023

Oct 10, 2023
BUY
$50.43 - $54.11 $1.96 Million - $2.1 Million
38,871 New
38,871 $1.96 Million

Others Institutions Holding JPIN

# of Institutions
104
Shares Held
20.4M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
  • Industry ETFs
More about JPIN
Track This Portfolio

Track Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email