J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

Mascoma Wealth Management LLC's Holding History (CIK: 0001695664)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,191 Value ($000) $583 Avg Close Range
Q3 2025
Shares 10,480 Value ($000) $598 Avg Close Range
Q2 2025
Shares 10,460 Value ($000) $595 Avg Close Range
Q1 2025
Shares 12,983 Value ($000) $742 Avg Close Range
Q4 2024
Shares 12,287 Value ($000) $707 Avg Close Range
Q3 2024
Shares 13,433 Value ($000) $799 Avg Close Range
Q2 2024
Shares 15,456 Value ($000) $876 Avg Close Range
Q1 2024
Shares 18,619 Value ($000) $1,077 Avg Close Range
Q4 2023
Shares 30,036 Value ($000) $1,651 Avg Close Range
Q3 2023
Shares 46,525 Value ($000) $2,492 Avg Close Range
Q2 2023
Shares 48,571 Value ($000) $2,693 Avg Close Range
Q1 2023
Shares 53,101 Value ($000) $2,942 Avg Close Range
Q4 2022
Shares 54,608 Value ($000) $2,976 Avg Close Range
Q3 2022
Shares 52,352 Value ($000) $2,682 Avg Close Range
Q2 2022
Shares 48,146 Value ($000) $2,670 Avg Close Range
Q1 2022
Shares 45,097 Value ($000) $2,769 Avg Close Range
Q4 2021
Shares 37,580 Value ($000) $2,375 Avg Close Range
Q3 2021
Shares 22,704 Value ($000) $1,353 Avg Close Range
Q1 2021
Shares 192 Value ($000) $11 Avg Close Range