Mascoma Wealth Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 1,687 shares of JEPQ stock, worth $97,542. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,687
Previous 1,525 10.62%
Holding current value
$97,542
Previous $82,000 18.29%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$53.81 - $57.52 $8,717 - $9,318
162 Added 10.62%
1,687 $97,000
Q2 2025

Jul 22, 2025
BUY
$45.88 - $54.4 $40,145 - $47,600
875 Added 134.62%
1,525 $82,000
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $33,442 - $38,031
650 New
650 $33,000

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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