Mascoma Wealth Management’s JPMorgan Diversified Return US Equity ETF JPUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-170	Closed	-$11K	–	429
2017 Q1	$11K	Hold	170	–	–	0.01%	255
2016 Q4	$10K	Buy	+170	New	+$9.92K	0.01%	266

Other funds holding JPUS

SWM

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Mascoma Wealth Management's JPUS Position: Q2 2017 in Review

Mascoma Wealth Management sold out of JPMorgan Diversified Return US Equity ETF (JPUS) in Q2 2017, closing a stake of 170 shares — an estimated $11K sold.

Mascoma Wealth Management first reported a position in JPUS in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 33 funds tracked by Wall St. Rank hold JPUS as of Q2 2017.

Mascoma Wealth Management reported no remaining JPMorgan Diversified Return US Equity ETF position as of Q2 2017 after selling out during the quarter.
Mascoma Wealth Management sold 170 JPMorgan Diversified Return US Equity ETF shares in Q2 2017, an estimated $11K.
Mascoma Wealth Management first reported a position in JPMorgan Diversified Return US Equity ETF in Q4 2016 and held it in 2 quarters.
Mascoma Wealth Management's JPMorgan Diversified Return US Equity ETF position peaked at $11K in Q1 2017.
33 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Equity ETF as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.