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Daymark Wealth Partners’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Daymark Wealth Partners’s Portfolio JPSE Stock Details JPSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,757
Closed -$210K – 435
2023
Q4 		$210K Sell
4,757
-817
-15% -$32.7K 0.01% 381
2023
Q3 		$219K Buy
+5,574
New +$230K 0.02% 350

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CAWM
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Morgan Stanley
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GA
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CWA
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Daymark Wealth Partners's JPSE Position: Q1 2024 in Review

Daymark Wealth Partners sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q1 2024, closing a stake of 4,757 shares — an estimated $210K sold.

Daymark Wealth Partners first reported a position in JPSE in Q3 2023 and held it in 2 quarters. The position peaked at $219K in Q3 2023. 95 funds tracked by Wall St. Rank hold JPSE as of Q1 2024.

  • Daymark Wealth Partners reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 4,757 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q1 2024, an estimated $210K.
  • Daymark Wealth Partners first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2023 and held it in 2 quarters.
  • Daymark Wealth Partners's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $219K in Q3 2023.
  • 95 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q1 2024.

Based on Daymark Wealth Partners's 13F filing for Q1 2024, filed 10 Apr 2024.