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

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

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 38,719 shares of JEPQ stock, worth $2.21 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
38,719
Previous 31,363 23.45%
Holding current value
$2.21 Million
Previous $1.71 Million 30.54%
% of portfolio
0.08%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$53.81 - $57.52 $395,826 - $423,117
7,356 Added 23.45%
38,719 $2.23 Million
Q2 2025

Aug 04, 2025
BUY
$45.88 - $54.4 $166,269 - $197,145
3,624 Added 13.06%
31,363 $1.71 Million
Q1 2025

Apr 14, 2025
BUY
$51.45 - $58.51 $99,298 - $112,924
1,930 Added 7.48%
27,739 $1.44 Million
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
873
Shares Held
164M
Call Options Held
1.34M
Put Options Held
671K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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