MWM
Mascoma Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
2,063
-210
| -9% | -$60.9K | 0.14% | 47 |
|
|
2025
Q1 | $558K | Sell |
2,273
-7
| -0.3% | -$1.72K | 0.14% | 51 |
|
|
2024
Q4 | $547K | Buy |
2,280
+157
| +7% | +$37.6K | 0.14% | 46 |
|
|
2024
Q3 | $448K | Hold |
2,123
| – | – | 0.11% | 61 |
|
|
2024
Q2 | $429K | Sell |
2,123
-290
| -12% | -$58.7K | 0.11% | 61 |
|
|
2024
Q1 | $483K | Sell |
2,413
-60
| -2% | -$12K | 0.14% | 58 |
|
|
2023
Q4 | $421K | Hold |
2,473
| – | – | 0.13% | 62 |
|
|
2023
Q3 | $359K | Sell |
2,473
-92
| -4% | -$13.3K | 0.11% | 72 |
|
|
2023
Q2 | $400K | Sell |
2,565
-1,180
| -32% | -$184K | 0.12% | 69 |
|
|
2023
Q1 | $518K | Buy |
3,745
+569
| +18% | +$78.7K | 0.15% | 64 |
|
|
2022
Q4 | $426K | Sell |
3,176
-90
| -3% | -$12.1K | 0.14% | 77 |
|
|
2022
Q3 | $341K | Sell |
3,266
-117
| -3% | -$12.2K | 0.12% | 88 |
|
|
2022
Q2 | $381K | Sell |
3,383
-46
| -1% | -$5.18K | 0.13% | 82 |
|
|
2022
Q1 | $467K | Buy |
3,429
+871
| +34% | +$119K | 0.15% | 75 |
|
|
2021
Q4 | $405K | Sell |
2,558
-819
| -24% | -$130K | 0.14% | 72 |
|
|
2021
Q3 | $553K | Sell |
3,377
-10
| -0.3% | -$1.64K | 0.21% | 56 |
|
|
2021
Q2 | $527K | Buy |
3,387
+259
| +8% | +$40.3K | 0.23% | 56 |
|
|
2021
Q1 | $476K | Buy |
3,128
+121
| +4% | +$18.4K | 0.2% | 62 |
|
|
2020
Q4 | $382K | Buy |
+3,007
| New | +$382K | 0.19% | 64 |
|
|
2019
Q3 | $344K | Hold |
2,927
| – | – | 0.22% | 54 |
|
|
2019
Q2 | $327K | Sell |
2,927
-34
| -1% | -$3.8K | 0.2% | 57 |
|
|
2019
Q1 | $300K | Buy |
2,961
+521
| +21% | +$52.8K | 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% | +$11.2K | 0.18% | 61 |
|
|
2018
Q1 | $256K | Hold |
2,332
| – | – | 0.17% | 64 |
|
|
2017
Q4 | $267K | Sell |
2,332
-97
| -4% | -$11.1K | 0.16% | 58 |
|
|
2017
Q3 | $232K | Sell |
2,429
-11
| -0.5% | -$1.05K | 0.15% | 67 |
|
|
2017
Q2 | $223K | Buy |
2,440
+73
| +3% | +$6.67K | 0.15% | 67 |
|
|
2017
Q1 | $208K | Hold |
2,367
| – | – | 0.15% | 60 |
|
|
2016
Q4 | $204K | Buy |
+2,367
| New | +$204K | 0.15% | 61 |
|