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 365,515 shares of JCPB stock, worth $17.3 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
365,515
Previous 416,364 12.21%
Holding current value
$17.3 Million
Previous $19.6 Million 12.17%
% of portfolio
0.69%
Previous 0.88%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$45.9 - $47.2 $2.33 Million - $2.4 Million
-50,849 Reduced 12.21%
365,515 $17.2 Million
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
397
Shares Held
131M
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
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