Ownership history in Mascoma Wealth Management LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in JPMORGAN ULTRA-SHORT INCOME ETF (JPST). 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 | 430,219 | +12,019 | +2.9% | 4.67% | $21.8M | $50.25 |
| 2025 Q3 | ADDED | 418,200 | +3,686 | +0.9% | 4.68% | $21.2M | $49.67 |
| 2025 Q2 | REDUCED | 414,514 | -1,192 | -0.3% | 4.88% | $21.0M | $49.07 |
| 2025 Q1 | ADDED | 415,706 | +6,114 | +1.5% | 5.24% | $21.0M | $48.47 |
| 2024 Q4 | ADDED | 409,592 | +3,496 | +0.9% | 5.18% | $20.6M | $47.87 |
| 2024 Q3 | ADDED | 406,096 | +9,699 | +2.4% | 5.13% | $20.6M | $47.44 |
| 2024 Q2 | ADDED | 396,397 | +9,831 | +2.5% | 5.31% | $20.0M | $46.56 |
| 2024 Q1 | REDUCED | 386,566 | -79,195 | -17.0% | 5.55% | $19.5M | $45.93 |
| 2023 Q4 | REDUCED | 465,761 | -52,597 | -10.1% | 7.03% | $23.4M | $45.33 |
| 2023 Q3 | ADDED | 518,358 | +8,018 | +1.6% | 8.13% | $26.0M | $44.49 |
As of 2025 Q4 — sorted by position size