Mascoma Wealth Management’s JPMorgan Income ETF JPIE Stock Holding History

Mascoma Wealth Management’s Portfolio JPIE Stock Details JPIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46K	Hold	1,000	–	–	0.01%	196
2026 Q1	$46.1K	Hold	1,000	–	–	0.01%	192
2025 Q4	$46.3K	Hold	1,000	–	–	0.01%	186
2025 Q3	$46.4K	Hold	1,000	–	–	0.01%	200
2025 Q2	$46.3K	Hold	1,000	–	–	0.01%	197
2025 Q1	$46.1K	Hold	1,000	–	–	0.01%	193
2024 Q4	$45.6K	Hold	1,000	–	–	0.01%	208
2024 Q3	$46.4K	Sell	1,000 -1,185	-54%	-$54.4K	0.01%	201
2024 Q2	$99.3K	Buy	2,185 +1,000	+84%	+$45.2K	0.03%	140
2024 Q1	$54K	Sell	1,185 -3,405	-74%	-$155K	0.02%	177
2023 Q4	$209K	Sell	4,590 -190	-4%	-$8.48K	0.06%	95
2023 Q3	$212K	Hold	4,780	–	–	0.07%	99
2023 Q2	$215K	Sell	4,780 -240	-5%	-$10.9K	0.07%	97
2023 Q1	$231K	Sell	5,020 -375	-7%	-$17.1K	0.07%	107
2022 Q4	$243K	Buy	5,395 +2,455	+84%	+$110K	0.08%	102
2022 Q3	$130K	Buy	+2,940	New	+$136K	0.05%	139

Other funds holding JPIE

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mascoma Wealth Management's JPIE Position: Q2 2026 in Review

Mascoma Wealth Management held its JPMorgan Income ETF (JPIE) position steady in Q2 2026 at 1,000 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #196.

Mascoma Wealth Management first reported a position in JPIE in Q3 2022 and has held it in 16 quarters since. The position peaked at $243K in Q4 2022. 475 funds tracked by Wall St. Rank hold JPIE as of Q2 2026.

Mascoma Wealth Management held 1,000 shares of JPMorgan Income ETF worth $46K as of Q2 2026.
Mascoma Wealth Management left its JPMorgan Income ETF share count unchanged in Q2 2026.
JPMorgan Income ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #196 holding.
Mascoma Wealth Management first reported a position in JPMorgan Income ETF in Q3 2022 and has held it in 16 quarters since.
Mascoma Wealth Management's JPMorgan Income ETF position peaked at $243K in Q4 2022.
475 funds tracked by Wall St. Rank held JPMorgan Income ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.