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 2,123 shares of JPM stock, worth $530,304. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,123
Previous 2,123 -0.0%
Holding current value
$530,304
Previous $429,000 4.2%
% of portfolio
0.11%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • 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 ...
More about JPM
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