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J P Morgan Exchange Traded F shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIRE) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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 $13M 172k 73.54
2025-06-30 $12M 164k 70.77
2025-03-31 $9.7M 153k 63.72

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Fidelity Enhanced Large Cap Core Etf Etf (FELC)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Esg Msci Kld 400 Etf Etf (DSI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
FMR
Envestnet Asset Management
Janney Montgomery Scott
Bogart Wealth
Assetmark
Commonwealth Equity Services
CWM
Mml Investors Services
Sagespring Wealth Partners
Dynasty Wealth Management
Vestmark Advisory Solutions
Raymond James Financial
Cetera Investment Advisers

View all funds holding J P Morgan Exchange Traded F