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Mascoma Wealth Management LLC → JPM-PM
Mascoma Wealth Management LLC JPM-PM Position History
JPM-PM
Quarters held
40
Latest value
$313K
Q3 2026
Peak value
$28.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $229K |
| Q3 2025 | $1.1M |
| Q3 2025 | $12.6M |
| Q3 2025 | $46K |
| Q3 2025 | $598K |
| Q3 2025 | $22M |
| Q3 2025 | $21.2M |
| Q3 2025 | $97K |
| Q4 2025 | $218K |
| Q4 2025 | $1.2M |
| Q4 2025 | $13.2M |
| Q4 2025 | $46K |
| Q4 2025 | $583K |
| Q4 2025 | $23.2M |
| Q4 2025 | $21.8M |
| Q4 2025 | $231K |
| Q1 2026 | $219K |
| Q1 2026 | $992K |
| Q1 2026 | $16.2M |
| Q1 2026 | $46K |
| Q1 2026 | $579K |
| Q1 2026 | $26.4M |
| Q1 2026 | $19.5M |
| Q1 2026 | $283K |
| Q2 2026 | $218K |
| Q2 2026 | $1.1M |
| Q2 2026 | $18.7M |
| Q2 2026 | $46K |
| Q2 2026 | $567K |
| Q2 2026 | $28.2M |
| Q2 2026 | $20.1M |
| Q2 2026 | $314K |
| Q3 2026 | $202K |
| Q3 2026 | $1.1M |
| Q3 2026 | $19.2M |
| Q3 2026 | $45K |
| Q3 2026 | $565K |
| Q3 2026 | $27.8M |
| Q3 2026 | $20.5M |
| Q3 2026 | $313K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $313K | 5.1K | — | — |
| Q3 2026 | $20.5M | 406.3K | — | — |
| Q3 2026 | $27.8M | 621.1K | — | — |
| Q3 2026 | $565K | 10.1K | — | — |
| Q3 2026 | $45K | 1.0K | — | — |
| Q3 2026 | $19.2M | 233.7K | — | — |
| Q3 2026 | $1.1M | 3.3K | — | — |
| Q3 2026 | $202K | 8.8K | — | — |
| Q2 2026 | $314K | 5.1K | — | — |
| Q2 2026 | $20.1M | 396.7K | — | — |
| Q2 2026 | $28.2M | 600.2K | — | — |
| Q2 2026 | $567K | 10.0K | — | — |
| Q2 2026 | $46K | 1.0K | — | — |
| Q2 2026 | $18.7M | 226.6K | — | — |
| Q2 2026 | $1.1M | 3.3K | — | — |
| Q2 2026 | $218K | 9.5K | — | — |
| Q1 2026 | $283K | 5.1K | — | — |
| Q1 2026 | $19.5M | 385.6K | — | — |
| Q1 2026 | $26.4M | 561.4K | — | — |
| Q1 2026 | $579K | 10.2K | — | — |
| Q1 2026 | $46K | 1.0K | — | — |
| Q1 2026 | $16.2M | 214.0K | — | — |
| Q1 2026 | $992K | 3.4K | — | — |
| Q1 2026 | $219K | 9.5K | — | — |
| Q4 2025 | $231K | 4.0K | — | — |
| Q4 2025 | $21.8M | 430.2K | — | — |
| Q4 2025 | $23.2M | 489.0K | — | — |
| Q4 2025 | $583K | 10.2K | — | — |
| Q4 2025 | $46K | 1.0K | — | — |
| Q4 2025 | $13.2M | 176.6K | — | — |
| Q4 2025 | $1.2M | 3.6K | — | — |
| Q4 2025 | $218K | 9.5K | — | — |
| Q3 2025 | $97K | 1.7K | — | — |
| Q3 2025 | $21.2M | 418.2K | — | — |
| Q3 2025 | $22M | 462.5K | — | — |
| Q3 2025 | $598K | 10.5K | — | — |
| Q3 2025 | $46K | 1.0K | — | — |
| Q3 2025 | $12.6M | 171.8K | — | — |
| Q3 2025 | $1.1M | 3.6K | — | — |
| Q3 2025 | $229K | 10.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B
Other Mascoma Wealth Management LLC positions
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$92.7MISHARES CORE S&P 500 ETF
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$91.3MISHARES CORE S&P 500 ETF
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$79.9MISHARES CORE S&P 500 ETF
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$77.4MISHARES CORE S&P 500 ETF
ETHA
$77.1MISHARES CORE S&P 500 ETF
ETHA
$53.4MISHARES CORE U.S. AGGREGATE BOND ETF
ETHA
$53MISHARES CORE U.S. AGGREGATE BOND ETF
ETHA
$51.3MISHARES CORE U.S. AGGREGATE BOND ETF