Mascoma Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Mascoma Wealth Management LLC

$400 Million
Q3 2024

A detailed history of Mascoma Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,000 shares of JPIE stock, worth $45,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,000

Previous 2,185 54.23%

Holding current value

$45,850

Previous $99,000 53.54%

% of portfolio

0.01%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$45.17 - $46.39 $53,526 - $54,972	-1,185 Reduced 54.23%	1,000 $46,000
Q2 2024 Aug 02, 2024	BUY	$44.81 - $45.47 $44,810 - $45,470	1,000 Added 84.39%	2,185 $99,000
Q1 2024 May 02, 2024	SELL	$45.21 - $45.87 $153,940 - $156,187	-3,405 Reduced 74.18%	1,185 $53,000
Q4 2023 Jan 24, 2024	SELL	$43.78 - $45.84 $8,318 - $8,709	-190 Reduced 3.97%	4,590 $209,000
Q2 2023 Aug 09, 2023	SELL	$45.13 - $45.92 $10,831 - $11,020	-240 Reduced 4.78%	4,780 $216,000
Q1 2023 May 01, 2023	SELL	$44.82 - $46.38 $16,807 - $17,392	-375 Reduced 6.95%	5,020 $229,000
Q4 2022 Jan 24, 2023	BUY	$43.89 - $45.62 $107,749 - $111,997	2,455 Added 83.5%	5,395 $0
Q3 2022 Oct 18, 2022	BUY	$44.23 - $47.08 $130,036 - $138,415	2,940 New	2,940 $130,000

Others Institutions Holding JPIE

# of Institutions

242

Shares Held

36.7M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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Mascoma Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History