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

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 2025

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 459,044 shares of JCPB stock, worth $21.9 Million. This represents 5.19% of its overall portfolio holdings.

Number of Shares
459,044
Previous 348,331 31.78%
Holding current value
$21.9 Million
Previous $16.4 Million 31.84%
% of portfolio
5.19%
Previous 4.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$45.9 - $47.2 $5.08 Million - $5.23 Million
110,713 Added 31.78%
459,044 $21.6 Million
Q1 2025

Apr 24, 2025
BUY
$45.56 - $47.23 $929,651 - $963,728
20,405 Added 6.22%
348,331 $16.4 Million
Q4 2024

Feb 10, 2025
BUY
$46.07 - $48.17 $403,757 - $422,161
8,764 Added 2.75%
327,926 $15.1 Million
Q3 2024

Nov 05, 2024
BUY
$45.87 - $48.53 $1.03 Million - $1.09 Million
22,432 Added 7.56%
319,162 $15.4 Million
Q2 2024

Aug 02, 2024
BUY
$45.27 - $46.67 $976,473 - $1.01 Million
21,570 Added 7.84%
296,730 $13.7 Million
Q1 2024

May 02, 2024
BUY
$46.0 - $47.18 $12.6 Million - $13 Million
274,869 Added 94456.7%
275,160 $12.8 Million
Q4 2023

Jan 24, 2024
BUY
$43.49 - $47.47 $12,655 - $13,813
291 New
291 $13,000
Q3 2021

Oct 06, 2021
BUY
$54.48 - $55.17 $41,895 - $42,425
769 New
769 $42,000
Q2 2021

Jul 06, 2021
SELL
$53.96 - $54.75 $41,495 - $42,102
-769 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$53.65 - $55.72 $41,256 - $42,848
769 New
769 $41,000

Others Institutions Holding JCPB

# of Institutions
396
Shares Held
131M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email