Daymark Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Daymark Wealth Partners, LLC
- $2.5 Billion
- Q2 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 230,805 shares of JPIE stock, worth $10.7 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
230,805
Previous 303,340
23.91%
Holding current value
$10.7 Million
Previous $14 Million
23.5%
% of portfolio
0.43%
Previous 0.63%
Shares
10 transactions
Others Institutions Holding JPIE
# of Institutions
349Shares Held
60MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$148 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio
-
Bank Of America Corp Charlotte, NC2.16MShares$100 Million0.01% of portfolio