Daymark Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Daymark Wealth Partners, LLC

$2.92 Billion
Q4 2024

A detailed history of Daymark Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 25,809 shares of JEPQ stock, worth $1.49 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,809

Previous 25,809 -0.0%

Holding current value

$1.49 Million

Previous $1.46 Million -0.0%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $21,144 - $22,794	392 Added 1.54%	25,809 $1.46 Million
Q3 2024 Oct 08, 2024	SELL	$49.7 - $56.11 $95,324 - $107,618	-1,918 Reduced 7.02%	25,417 $1.4 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $665,190 - $726,947	13,084 Added 91.81%	27,335 $1.52 Million
Q1 2024 Apr 10, 2024	BUY	$49.02 - $54.29 $74,265 - $82,249	1,515 Added 11.9%	14,251 $772,000
Q4 2023 Jan 09, 2024	BUY	$45.1 - $50.32 $238,353 - $265,941	5,285 Added 70.93%	12,736 $635,000
Q3 2023 Oct 10, 2023	BUY	$46.47 - $49.43 $346,247 - $368,302	7,451 New	7,451 $349,000
Q1 2023 Apr 20, 2023	BUY	$40.25 - $45.09 $204,470 - $229,057	5,080 New	5,080 $229,000

Others Institutions Holding JEPQ

# of Institutions

767

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Daymark Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History