Mascoma Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Mascoma Wealth Management LLC

  • $351 Million
  • Q1 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 1,185 shares of JPIE stock, worth $53,870. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,185
Previous 4,590 74.18%
Holding current value
$53,870
Previous $209,000 74.64%
% of portfolio
0.02%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$45.21 - $45.87 $153,940 - $156,187
-3,405 Reduced 74.18%
1,185 $53,000
Q4 2023

Jan 24, 2024
SELL
$43.78 - $45.84 $8,318 - $8,709
-190 Reduced 3.97%
4,590 $209,000
Q2 2023

Aug 09, 2023
SELL
$45.13 - $45.92 $10,831 - $11,020
-240 Reduced 4.78%
4,780 $216,000
Q1 2023

May 01, 2023
SELL
$44.82 - $46.38 $16,807 - $17,392
-375 Reduced 6.95%
5,020 $229,000
Q4 2022

Jan 24, 2023
BUY
$44.03 - $45.62 $108,093 - $111,997
2,455 Added 83.5%
5,395 $0
Q3 2022

Oct 18, 2022
BUY
$44.8 - $47.08 $131,712 - $138,415
2,940 New
2,940 $130,000

Others Institutions Holding JPIE

# of Institutions
181
Shares Held
20.5M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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