Daymark Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Daymark Wealth Partners, LLC

$2.43 Billion
Q1 2024

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 170,089 shares of JEPI stock, worth $9.64 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

170,089

Previous 159,248 6.81%

Holding current value

$9.64 Million

Previous $8.76 Million 12.4%

% of portfolio

0.4%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$54.75 - $57.86 $593,544 - $627,260	10,841 Added 6.81%	170,089 $9.84 Million
Q4 2023 Jan 09, 2024	BUY	$51.51 - $55.33 $800,980 - $860,381	15,550 Added 10.82%	159,248 $8.76 Million
Q3 2023 Oct 10, 2023	BUY	$53.5 - $55.92 $35,684 - $37,298	667 Added 0.47%	143,698 $7.7 Million
Q2 2023 Jul 19, 2023	BUY	$53.85 - $55.4 $4.54 Million - $4.67 Million	84,287 Added 143.48%	143,031 $7.91 Million
Q1 2023 Apr 20, 2023	BUY	$52.13 - $55.7 $1.12 Million - $1.2 Million	21,577 Added 58.05%	58,744 $3.21 Million

Q4 2022 Jan 25, 2023	BUY	$53.56 - $56.78 $1.99 Million - $2.11 Million	37,167 New	37,167 $0

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Daymark Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History