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

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 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 164,145 shares of JIRE stock, worth $11.7 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
164,145
Previous 152,972 7.3%
Holding current value
$11.7 Million
Previous $9.75 Million 19.18%
% of portfolio
2.79%
Previous 2.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
227
Shares Held
99.8M
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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