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

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 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 270,489 shares of JEPI stock, worth $15.7 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
270,489
Previous 224,691 20.38%
Holding current value
$15.7 Million
Previous $12.7 Million 26.39%
% of portfolio
0.55%
Previous 0.47%

Shares

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

Oct 08, 2024
BUY
$54.98 - $59.51 $2.52 Million - $2.73 Million
45,798 Added 20.38%
270,489 $16.1 Million
Q2 2024

Aug 14, 2024
BUY
$55.45 - $57.39 $3.03 Million - $3.13 Million
54,602 Added 32.1%
224,691 $12.7 Million
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
$50.88 - $56.78 $1.89 Million - $2.11 Million
37,167 New
37,167 $0

Others Institutions Holding JEPI

# of Institutions
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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