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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Mascoma Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
3,278
Value
$1.07M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of JPM by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,278$1.07M0.2%−96−2.8%ReducedHolders
Q1 20263,374$992.5K0.2%−207−5.8%ReducedHolders
Q4 20253,581$1.15M0.2%+18+0.5%AddedHolders
Q3 20253,563$1.12M0.2%+1,500+72.7%AddedHolders
Q2 20252,063$598.1K0.1%−210−9.2%ReducedHolders
Q1 20252,273$557.6K0.1%−7−0.3%ReducedHolders
Q4 20242,280$546.5K0.1%+157+7.4%AddedHolders
Q3 20242,123$447.7K0.1%00.0%UnchangedHolders
Q2 20242,123$429.4K0.1%−290−12.0%ReducedHolders
Q1 20242,413$483.3K0.1%−60−2.4%ReducedHolders
Q4 20232,473$420.7K0.1%00.0%UnchangedHolders
Q3 20232,473$358.6K0.1%−92−3.6%ReducedHolders
Q2 20232,565$399.8K0.1%−1,180−31.5%ReducedHolders
Q1 20233,745$517.8K0.2%+569+17.9%AddedHolders
Q4 20223,176$425.9K0.1%−90−2.8%ReducedHolders
Q3 20223,266$341.0K0.1%−117−3.5%ReducedHolders
Q2 20223,383$381.0K0.1%−46−1.3%ReducedHolders
Q1 20223,429$467.0K0.1%+871+34.1%AddedHolders
Q4 20212,558$405.0K0.1%−819−24.3%ReducedHolders
Q3 20213,377$553.0K0.2%−10−0.3%ReducedHolders
Q2 20213,387$527.0K0.2%+259+8.3%AddedHolders
Q1 20213,128$476.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.