Mascoma Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 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 12,287 shares of JEPI stock, worth $699,867. This represents 0.18% of its overall portfolio holdings.
Number of Shares
12,287
Previous 13,433
8.53%
Holding current value
$699,867
Previous $799,000
11.64%
% of portfolio
0.18%
Previous 0.2%
Shares
16 transactions
Others Institutions Holding JEPI
# of Institutions
1,328Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$829 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$437 Million0.08% of portfolio