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

Daymark Wealth Partners, LLC

$2.95 Billion
Q3 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

98

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$62.2 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$40.1 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$29 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$28.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$24.9 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

Ticker JPSE
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