Daymark Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77M | Buy |
265,605
+12,274
| +5% | +$3.56M | 2.93% | 5 |
|
|
2025
Q1 | $62.1M | Sell |
253,331
-99,109
| -28% | -$24.3M | 2.67% | 6 |
|
|
2024
Q4 | $60.6M | Buy |
352,440
+440
| +0.1% | +$75.7K | 2.56% | 7 |
|
|
2024
Q3 | $53.2M | Buy |
352,000
+1,997
| +0.6% | +$302K | 2.25% | 7 |
|
|
2024
Q2 | $50.7M | Buy |
350,003
+9,997
| +3% | +$1.45M | 2.32% | 8 |
|
|
2024
Q1 | $48.2M | Buy |
340,006
+2,336
| +0.7% | +$331K | 2.59% | 6 |
|
|
2023
Q4 | $40.5M | Buy |
337,670
+44
| +0% | +$5.28K | 2.49% | 5 |
|
|
2023
Q3 | $34.6M | Buy |
337,626
+137,532
| +69% | +$14.1M | 2.38% | 5 |
|
|
2023
Q2 | $29.1M | Buy |
200,094
+107,022
| +115% | +$15.6M | 2.16% | 5 |
|
|
2023
Q1 | $12.1M | Buy |
93,072
+16,631
| +22% | +$2.17M | 1.61% | 15 |
|
|
2022
Q4 | $10.3M | Buy |
+76,441
| New | +$10.3M | 1.81% | 12 |
|