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 242,171 shares of JPIE stock, worth $11.1 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
242,171
Previous 169,269
43.07%
Holding current value
$11.1 Million
Previous $7.69 Million
46.01%
% of portfolio
0.38%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding JPIE
# of Institutions
235Shares Held
35.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$225 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.37MShares$108 Million15.0% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$74.9 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$69.8 Million0.01% of portfolio