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

Mascoma Wealth Management LLC

  • $389 Million
  • Q1 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 348,331 shares of JCPB stock, worth $16.2 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
348,331
Previous 327,926 6.22%
Holding current value
$16.2 Million
Previous $15.1 Million 8.46%
% of portfolio
4.21%
Previous 3.81%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
369
Shares Held
115M
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
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