Daymark Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Daymark Wealth Partners, LLC
- $2.79 Billion
- Q3 2025
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 249,107 shares of JPIE stock, worth $11.5 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
249,107
Previous 230,805
7.93%
Holding current value
$11.5 Million
Previous $10.7 Million
8.15%
% of portfolio
0.41%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding JPIE
# of Institutions
366Shares Held
68.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$235 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC4.61MShares$214 Million1.46% of portfolio
-
Morgan Stanley New York, NY3.81MShares$176 Million0.01% of portfolio
-
Savant Capital, LLC3.21MShares$149 Million0.97% of portfolio
-
Heritage Financial Services, LLC2.31MShares$107 Million9.84% of portfolio