Daymark Wealth Partners, LLC J P Morgan Diversified Return Transaction History

Daymark Wealth Partners, LLC

$2.71 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	SELL	$36.92 - $44.74 $30,163 - $36,552	-817 Reduced 14.66%	4,757 $209,000
Q3 2023 Oct 10, 2023	BUY	$38.77 - $43.1 $216,103 - $240,239	5,574 New	5,574 $219,000

Others Institutions Holding JPSE

# of Institutions

96

Shares Held

7.67M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.2M
Shares

$56.7 Million
4.86% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

729K
Shares

$34.5 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

641K
Shares

$30.4 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

528K
Shares

$25 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

501K
Shares

$23.7 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
Sector ETFs
Industry ETFs

More about JPSE

Track This Portfolio

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.