JPMorgan Chase & Co. shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $448k | 2.1k | 210.86 |
| 2024-06-30 | $429k | 2.1k | 202.26 |
| 2024-03-31 | $483k | 2.4k | 200.30 |
| 2023-12-31 | $421k | 2.5k | 170.10 |
| 2023-09-30 | $359k | 2.5k | 145.02 |
| 2023-06-30 | $400k | 2.6k | 155.88 |
| 2023-03-31 | $518k | 3.7k | 138.25 |
| 2022-12-31 | $341k | 3.3k | 104.41 |
| 2022-09-30 | $341k | 3.3k | 104.41 |
| 2022-06-30 | $381k | 3.4k | 112.62 |
| 2022-03-31 | $467k | 3.4k | 136.19 |
| 2021-12-31 | $405k | 2.6k | 158.33 |
| 2021-09-30 | $553k | 3.4k | 163.75 |
| 2021-06-30 | $527k | 3.4k | 155.59 |
| 2021-03-31 | $476k | 3.1k | 152.17 |
| 2020-12-31 | $382k | 3.0k | 127.04 |
| 2019-09-30 | $344k | 2.9k | 117.53 |
| 2019-06-30 | $327k | 2.9k | 111.72 |
| 2019-03-31 | $300k | 3.0k | 101.32 |
| 2018-12-31 | $238k | 2.4k | 97.54 |
| 2018-09-30 | $275k | 2.4k | 112.70 |
| 2018-06-30 | $254k | 2.4k | 104.10 |
| 2018-03-31 | $256k | 2.3k | 109.78 |
| 2017-12-31 | $267k | 2.3k | 114.49 |
| 2017-09-30 | $232k | 2.4k | 95.51 |
| 2017-06-30 | $223k | 2.4k | 91.39 |
| 2017-03-31 | $208k | 2.4k | 87.87 |
| 2016-12-31 | $204k | 2.4k | 86.19 |