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 $466,592. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,123
Previous 2,123 -0.0%
Holding current value
$466,592
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 $645B
  • 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
Track This Portfolio

Track Mascoma Wealth Management LLC Portfolio

Follow Mascoma Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mascoma Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.