Ownership history in Mascoma Wealth Management LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in JPMORGAN CORE PLUS BOND ETF (JCPB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 488,955 | +26,494 | +5.7% | 4.96% | $23.2M | $46.97 |
| 2025 Q3 | ADDED | 462,461 | +3,417 | +0.7% | 4.85% | $22.0M | $46.41 |
| 2025 Q2 | ADDED | 459,044 | +110,713 | +31.8% | 5.02% | $21.6M | $45.37 |
| 2025 Q1 | ADDED | 348,331 | +20,405 | +6.2% | 4.08% | $16.4M | $44.78 |
| 2024 Q4 | ADDED | 327,926 | +8,764 | +2.7% | 3.79% | $15.1M | $43.50 |
| 2024 Q3 | ADDED | 319,162 | +22,432 | +7.6% | 3.83% | $15.4M | $44.79 |
| 2024 Q2 | ADDED | 296,730 | +21,570 | +7.8% | 3.65% | $13.7M | $42.47 |
| 2024 Q1 | ADDED | 275,160 | +274,869 | +94456.7% | 3.65% | $12.8M | $42.21 |
| 2023 Q4 | REDUCED | 291 | -478 | -62.2% | 0.00% | $14K | $42.25 |
| 2022 Q2 | UNCHANGED | 769 | — | 0% | 0.01% | $37K | $40.47 |
As of 2025 Q4 — sorted by position size