DWP
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Daymark Wealth Partners’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Daymark Wealth Partners’s Portfolio JPIN Stock Details JPIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$386K Sell
5,416
-840
-13% -$60.6K 0.01% 501
2025
Q4 		$426K Sell
6,256
-13,792
-69% -$933K 0.01% 425
2025
Q3 		$1.34M Sell
20,048
-66
-0.3% -$4.32K 0.05% 245
2025
Q2 		$1.29M Sell
20,114
-1,699
-8% -$103K 0.05% 231
2025
Q1 		$1.25M Buy
21,813
+9,363
+75% +$526K 0.05% 215
2024
Q4 		$667K Buy
12,450
+1,101
+10% +$62.4K 0.03% 290
2024
Q3 		$682K Buy
11,349
+212
+2% +$12.2K 0.03% 295
2024
Q2 		$616K Buy
11,137
+246
+2% +$13.8K 0.03% 299
2024
Q1 		$613K Sell
10,891
-2,047
-16% -$111K 0.03% 250
2023
Q4 		$703K Sell
12,938
-25,933
-67% -$1.34M 0.04% 222
2023
Q3 		$1.96M Buy
+38,871
New +$2.03M 0.14% 124

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SCM
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CAPTRUST Financial Advisors
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Bank of America
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return