Mascoma Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07M | Sell |
3,278
-96
| -3% | -$29.8K | 0.2% | 44 |
|
|
2026
Q1 | $992K | Sell |
3,374
-207
| -6% | -$62.8K | 0.21% | 41 |
|
|
2025
Q4 | $1.15M | Buy |
3,581
+18
| +0.5% | +$5.57K | 0.25% | 39 |
|
|
2025
Q3 | $1.12M | Buy |
3,563
+1,500
| +73% | +$446K | 0.25% | 38 |
|
|
2025
Q2 | $598K | Sell |
2,063
-210
| -9% | -$53.6K | 0.14% | 47 |
|
|
2025
Q1 | $558K | Sell |
2,273
-7
| -0.3% | -$1.78K | 0.14% | 51 |
|
|
2024
Q4 | $547K | Buy |
2,280
+157
| +7% | +$36.6K | 0.14% | 46 |
|
|
2024
Q3 | $448K | Hold |
2,123
| – | – | 0.11% | 61 |
|
|
2024
Q2 | $429K | Sell |
2,123
-290
| -12% | -$56.7K | 0.11% | 61 |
|
|
2024
Q1 | $483K | Sell |
2,413
-60
| -2% | -$10.8K | 0.14% | 58 |
|
|
2023
Q4 | $421K | Hold |
2,473
| – | – | 0.13% | 62 |
|
|
2023
Q3 | $359K | Sell |
2,473
-92
| -4% | -$13.8K | 0.11% | 72 |
|
|
2023
Q2 | $400K | Sell |
2,565
-1,180
| -32% | -$162K | 0.12% | 69 |
|
|
2023
Q1 | $518K | Buy |
3,745
+569
| +18% | +$78K | 0.15% | 64 |
|
|
2022
Q4 | $426K | Sell |
3,176
-90
| -3% | -$11.4K | 0.14% | 77 |
|
|
2022
Q3 | $341K | Sell |
3,266
-117
| -3% | -$13.4K | 0.12% | 88 |
|
|
2022
Q2 | $381K | Sell |
3,383
-46
| -1% | -$5.7K | 0.13% | 82 |
|
|
2022
Q1 | $467K | Buy |
3,429
+871
| +34% | +$129K | 0.15% | 75 |
|
|
2021
Q4 | $405K | Sell |
2,558
-819
| -24% | -$134K | 0.14% | 72 |
|
|
2021
Q3 | $553K | Sell |
3,377
-10
| -0.3% | -$1.57K | 0.21% | 56 |
|
|
2021
Q2 | $527K | Buy |
3,387
+259
| +8% | +$40.7K | 0.23% | 56 |
|
|
2021
Q1 | $476K | Buy |
3,128
+121
| +4% | +$17.4K | 0.2% | 62 |
|
|
2020
Q4 | $382K | Buy |
+3,007
| New | +$336K | 0.19% | 64 |
|
|
2019
Q3 | $344K | Hold |
2,927
| – | – | 0.22% | 54 |
|
|
2019
Q2 | $327K | Sell |
2,927
-34
| -1% | -$3.75K | 0.2% | 57 |
|
|
2019
Q1 | $300K | Buy |
2,961
+521
| +21% | +$53.7K | 0.2% | 57 |
|
|
2018
Q4 | $238K | Hold |
2,440
| – | – | 0.18% | 59 |
|
|
2018
Q3 | $275K | Hold |
2,440
| – | – | 0.18% | 63 |
|
|
2018
Q2 | $254K | Buy |
2,440
+108
| +5% | +$11.8K | 0.18% | 61 |
|
|
2018
Q1 | $256K | Hold |
2,332
| – | – | 0.17% | 64 |
|
|
2017
Q4 | $267K | Sell |
2,332
-97
| -4% | -$9.82K | 0.16% | 58 |
|
|
2017
Q3 | $232K | Sell |
2,429
-11
| -0.5% | -$1.01K | 0.15% | 67 |
|
|
2017
Q2 | $223K | Buy |
2,440
+73
| +3% | +$6.3K | 0.15% | 67 |
|
|
2017
Q1 | $208K | Hold |
2,367
| – | – | 0.15% | 60 |
|
|
2016
Q4 | $204K | Buy |
+2,367
| New | +$180K | 0.15% | 61 |
|
Other funds holding JPM
Mascoma Wealth Management's JPM Position: Q2 2026 in Review
Mascoma Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $29.8K and leaving 3,278 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #44.
Mascoma Wealth Management first reported a position in JPM in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.15M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Mascoma Wealth Management held 3,278 shares of JPMorgan Chase worth $1.07M as of Q2 2026.
- Mascoma Wealth Management sold 96 JPMorgan Chase shares in Q2 2026, an estimated $29.8K.
- JPMorgan Chase made up 0.2% of Mascoma Wealth Management's portfolio in Q2 2026, its #44 holding.
- Mascoma Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's JPMorgan Chase position peaked at $1.15M in Q4 2025.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.