Mascoma Wealth Management LLC JPST Holdings History
Mascoma Wealth Management LLC's JPMorgan Ultra-Short Income ETF Holding Summary
As of 2025-06-30, Mascoma Wealth Management LLC held 414,514.00 shares of JPMorgan Ultra-Short Income ETF(JPST), totaling $21.01 Mil. This investment constitutes 4.88% of their stock portfolio, and Mascoma Wealth Management LLC now holds 0.07% of the outstanding JPMorgan Ultra-Short Income ETF(JPST) stock.
The initial trade took place in 2018Q4. And since then Mascoma Wealth Management LLC has made 17 purchases of JPST, at an average price of $50.28, for a total of 742,319.00 shares. In addition, there have been 6 sales at an average price of $50.19 for 327,805.00 shares. Based on historical transaction data and JPST's current price of $50.61, Mascoma Wealth Management LLC's estimated gain on his JPST holdings is $108,982.93, reflecting a 0.29% gain to date.
Mascoma Wealth Management LLC JPST ($50.61) Holding Chart
Mascoma Wealth Management LLC JPST ($50.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
