Mascoma Wealth Management LLC J P Morgan Exchg Traded Fd Tr Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 171,835 shares of JIRE stock, worth $12.9 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
171,835
Previous 164,145 4.68%
Holding current value
$12.9 Million
Previous $11.6 Million 8.78%
% of portfolio
2.89%
Previous 2.79%

Shares

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

Oct 28, 2025
BUY
$69.02 - $73.57 $530,763 - $565,753
7,690 Added 4.68%
171,835 $12.6 Million
Q2 2025

Jul 22, 2025
BUY
$56.88 - $70.77 $635,520 - $790,713
11,173 Added 7.3%
164,145 $11.6 Million
Q1 2025

Apr 24, 2025
BUY
$58.04 - $65.84 $8.88 Million - $10.1 Million
152,972 New
152,972 $9.75 Million

Others Institutions Holding JIRE

# of Institutions
282
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD TR

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