Daymark Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$83.3M Sell
2025
Q2
$77M Buy
2025
Q1
$62.1M Sell
2024
Q4
$60.6M Buy
2024
Q3
$53.2M Buy
2024
Q2
$50.7M Buy
2024
Q1
$48.2M Buy
2023
Q4
$40.5M Buy
2023
Q3
$34.6M Buy
2023
Q2
$29.1M Buy
2023
Q1
$12.1M Buy
2022
Q4
$10.3M Buy