A detailed history of Daymark Wealth Partners, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 10,198 shares of JPEM stock, worth $542,533. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,198
Previous 10,443 2.35%
Holding current value
$542,533
Previous $564,000 2.3%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024

SELL
$52.23 - $56.96 $12,796 - $13,955
-245 Reduced 2.35%
10,198 $577,000
Q2 2024

Aug 14, 2024

SELL
$53.03 - $56.92 $195,044 - $209,351
-3,678 Reduced 26.05%
10,443 $564,000
Q1 2024

Apr 10, 2024

BUY
$51.04 - $54.18 $316,192 - $335,645
6,195 Added 78.16%
14,121 $754,000
Q4 2023

Jan 09, 2024

SELL
$47.68 - $52.39 $147,808 - $162,409
-3,100 Reduced 28.12%
7,926 $414,000
Q3 2023

Oct 10, 2023

BUY
$50.11 - $53.14 $552,512 - $585,921
11,026 New
11,026 $555,000

Others Institutions Holding JPEM

About JP MORGAN DIVERSIFIED RETURN


  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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.