DWP
JPM icon

Daymark Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Daymark Wealth Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Buy
311,115
+39,286
+14% +$12.2M 2.48% 7
2026
Q1 		$80M Buy
271,829
+12,181
+5% +$3.7M 2.51% 7
2025
Q4 		$83.7M Sell
259,648
-4,435
-2% -$1.37M 2.67% 6
2025
Q3 		$83.3M Sell
264,083
-1,522
-0.6% -$453K 2.83% 4
2025
Q2 		$77M Buy
265,605
+12,274
+5% +$3.13M 2.93% 5
2025
Q1 		$62.1M Sell
253,331
-99,109
-28% -$25.3M 2.67% 6
2024
Q4 		$60.6M Buy
352,440
+440
+0.1% +$102K 2.56% 7
2024
Q3 		$53.2M Buy
352,000
+1,997
+0.6% +$421K 2.25% 7
2024
Q2 		$50.7M Buy
350,003
+9,997
+3% +$1.95M 2.32% 8
2024
Q1 		$48.2M Buy
340,006
+2,336
+0.7% +$422K 2.59% 6
2023
Q4 		$40.5M Buy
337,670
+44
+0% +$6.67K 2.49% 5
2023
Q3 		$34.6M Buy
337,626
+137,532
+69% +$20.6M 2.38% 5
2023
Q2 		$29.1M Buy
200,094
+107,022
+115% +$14.7M 2.16% 5
2023
Q1 		$12.1M Buy
93,072
+16,631
+22% +$2.28M 1.61% 15
2022
Q4 		$10.3M Buy
+76,441
New +$9.69M 1.81% 12

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Daymark Wealth Partners's JPM Position: Q2 2026 in Review

Daymark Wealth Partners increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $12.2M and bringing the position to 311,115 shares worth $102M. The position accounts for 2.48% of the portfolio, ranked #7.

Daymark Wealth Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Daymark Wealth Partners held 311,115 shares of JPMorgan Chase worth $102M as of Q2 2026.
  • Daymark Wealth Partners bought 39,286 JPMorgan Chase shares in Q2 2026, an estimated $12.2M.
  • JPMorgan Chase made up 2.48% of Daymark Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Daymark Wealth Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.