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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $547K | Buy |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $483K | Sell |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $518K | Buy |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $381K | Sell |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $527K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $382K | Buy |
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|
2019
Q3 | $344K | Hold |
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|
2019
Q2 | $327K | Sell |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $238K | Hold |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $254K | Buy |
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|
2018
Q1 | $256K | Hold |
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|
2017
Q4 | $267K | Sell |
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|
2017
Q3 | $232K | Sell |
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|
2017
Q2 | $223K | Buy |
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|
2017
Q1 | $208K | Hold |
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|
2016
Q4 | $204K | Buy |
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