J P Morgan Exchange-traded F shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $598k | 11k | 57.10 |
| 2025-06-30 | $595k | 11k | 56.85 |
| 2025-03-31 | $742k | 13k | 57.14 |
| 2024-12-31 | $707k | 12k | 57.53 |
| 2024-09-30 | $799k | 13k | 59.51 |
| 2024-06-30 | $876k | 16k | 56.68 |
| 2024-03-31 | $1.1M | 19k | 57.86 |
| 2023-12-31 | $1.7M | 30k | 54.98 |
| 2023-09-30 | $2.5M | 47k | 53.56 |
| 2023-06-30 | $2.7M | 49k | 55.44 |
| 2023-03-31 | $2.9M | 53k | 55.40 |
| 2022-12-31 | $2.7M | 52k | 51.23 |
| 2022-09-30 | $2.7M | 52k | 51.23 |
| 2022-06-30 | $2.7M | 48k | 55.46 |
| 2022-03-31 | $2.8M | 45k | 61.40 |
| 2021-12-31 | $2.4M | 38k | 63.20 |
| 2021-09-30 | $1.4M | 23k | 59.59 |
| 2021-03-31 | $11k | 192 | 57.29 |