Daymark Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History

Daymark Wealth Partners, LLC

$2.5 Billion
Q2 2025

A detailed history of Daymark Wealth Partners, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 20,114 shares of JPIN stock, worth $1.31 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,114

Previous 21,813 7.79%

Holding current value

$1.31 Million

Previous $1.25 Million 3.45%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$52.18 - $64.25 $88,653 - $109,160	-1,699 Reduced 7.79%	20,114 $1.29 Million
Q1 2025 Apr 14, 2025	BUY	$52.75 - $58.91 $493,898 - $551,574	9,363 Added 75.2%	21,813 $1.25 Million
Q4 2024 Jan 17, 2025	BUY	$53.56 - $59.9 $58,969 - $65,949	1,101 Added 9.7%	12,450 $666,000
Q3 2024 Oct 08, 2024	BUY	$54.1 - $60.82 $11,469 - $12,893	212 Added 1.9%	11,349 $681,000
Q2 2024 Aug 14, 2024	BUY	$53.9 - $57.66 $13,259 - $14,184	246 Added 2.26%	11,137 $615,000
Q1 2024 Apr 10, 2024	SELL	$52.64 - $56.44 $107,754 - $115,532	-2,047 Reduced 15.82%	10,891 $613,000
Q4 2023 Jan 09, 2024	SELL	$48.36 - $54.84 $1.25 Million - $1.42 Million	-25,933 Reduced 66.72%	12,938 $702,000
Q3 2023 Oct 10, 2023	BUY	$50.43 - $54.11 $1.96 Million - $2.1 Million	38,871 New	38,871 $1.96 Million

Others Institutions Holding JPIN

# of Institutions

113

Shares Held

3.96M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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Daymark Wealth Partners, LLC Jp Morgan Diversified Return I Transaction History