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

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

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return