Daymark Wealth Partners, LLC Jp Morgan Diversified Return Transaction History

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

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 6,493 shares of JPEM stock, worth $383,346. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,493
Previous 8,054 19.38%
Holding current value
$383,346
Previous $454,000 15.64%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 22, 2025
SELL
$56.25 - $59.87 $87,806 - $93,457
-1,561 Reduced 19.38%
6,493 $383,000
Q2 2025

Aug 04, 2025
SELL
$48.41 - $56.7 $102,193 - $119,693
-2,111 Reduced 20.77%
8,054 $454,000
Q1 2025

Apr 14, 2025
BUY
$50.81 - $54.04 $18,444 - $19,616
363 Added 3.7%
10,165 $536,000
Q4 2024

Jan 17, 2025
SELL
$51.88 - $57.84 $20,544 - $22,904
-396 Reduced 3.88%
9,802 $508,000
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

# of Institutions
130
Shares Held
5.15M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
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More about JPEM
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