Mascoma Wealth Management LLC Jpmorgan Chase & CO Transaction History

Mascoma Wealth Management LLC

$437 Million
Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 3,563 shares of JPM stock, worth $1.07 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

3,563

Previous 2,063 72.71%

Holding current value

$1.07 Million

Previous $598,000 87.79%

% of portfolio

0.26%

Previous 0.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$282.78 - $316.06 $424,169 - $474,090	1,500 Added 72.71%	3,563 $1.12 Million
Q2 2025 Jul 22, 2025	SELL	$210.28 - $289.91 $44,158 - $60,881	-210 Reduced 9.24%	2,063 $598,000
Q1 2025 Apr 24, 2025	SELL	$225.19 - $279.95 $1,576 - $1,959	-7 Reduced 0.31%	2,273 $557,000
Q4 2024 Feb 10, 2025	BUY	$205.18 - $250.29 $32,213 - $39,295	157 Added 7.4%	2,280 $546,000
Q2 2024 Aug 02, 2024	SELL	$180.08 - $204.79 $52,223 - $59,389	-290 Reduced 12.02%	2,123 $429,000
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $10,025 - $12,018	-60 Reduced 2.43%	2,413 $483,000
Q3 2023 Oct 13, 2023	SELL	$143.21 - $158.0 $13,175 - $14,536	-92 Reduced 3.59%	2,473 $358,000
Q2 2023 Aug 09, 2023	SELL	$127.47 - $145.44 $150,414 - $171,619	-1,180 Reduced 31.51%	2,565 $373,000
Q1 2023 May 01, 2023	BUY	$124.91 - $143.8 $71,073 - $81,822	569 Added 17.92%	3,745 $488,000
Q4 2022 Jan 24, 2023	SELL	$101.96 - $137.84 $9,176 - $12,405	-90 Reduced 2.76%	3,176 $0
Q3 2022 Oct 18, 2022	SELL	$20.73 - $120.58 $2,425 - $14,107	-117 Reduced 3.46%	3,266 $341,000
Q2 2022 Jul 14, 2022	SELL	$112.61 - $135.91 $5,180 - $6,251	-46 Reduced 1.34%	3,383 $381,000
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $111,749 - $146,711	871 Added 34.05%	3,429 $467,000
Q4 2021 Jan 21, 2022	SELL	$153.94 - $171.78 $126,076 - $140,687	-819 Reduced 24.25%	2,558 $405,000
Q3 2021 Oct 06, 2021	SELL	$146.97 - $166.98 $1,469 - $1,669	-10 Reduced 0.3%	3,377 $553,000
Q2 2021 Jul 06, 2021	BUY	$147.37 - $166.44 $38,168 - $43,107	259 Added 8.28%	3,387 $526,000
Q1 2021 Apr 26, 2021	BUY	$125.65 - $157.65 $15,203 - $19,075	121 Added 4.02%	3,128 $476,000
Q4 2020 Jan 26, 2021	BUY	$96.54 - $127.07 $7,723 - $10,165	80 Added 2.73%	3,007 $382,000
Q2 2019 Jul 29, 2019	SELL	$104.64 - $116.12 $3,557 - $3,948	-34 Reduced 1.15%	2,927 $327,000
Q1 2019 Apr 23, 2019	BUY	$97.11 - $107.19 $50,594 - $55,845	521 Added 21.35%	2,961 $300,000
Q2 2018 Aug 13, 2018	BUY	$103.24 - $114.29 $11,149 - $12,343	108 Added 4.63%	2,440 $254,000
Q4 2017 Feb 05, 2018	SELL	$95.86 - $107.83 $9,298 - $10,459	-97 Reduced 3.99%	2,332 $267,000
Q3 2017 Nov 07, 2017	BUY	$88.42 - $95.51 $214,772 - $231,993	2,429	2,429 $232,000

Others Institutions Holding JPM

# of Institutions

5,419

Shares Held

1.96B

Call Options Held

28.5M

Put Options Held

31.8M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $881B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Mascoma Wealth Management LLC Jpmorgan Chase & CO Transaction History