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

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 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 1,525 shares of JEPQ stock, worth $84,363. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,525
Previous 650 134.62%
Holding current value
$84,363
Previous $33,000 148.48%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
831
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
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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