Position in JPM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,072,987
+$80,492 QoQ
Shares Held
3,278
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#3,579
of 5,058 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $1,453,092 across 7 Banks - Diversified names. JPM ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,278 | $1,072,987 | |
| 2 | RY |
Royal Bank Of Canada
|
1,083 | $224,148 | |
| 3 | C |
Citigroup Inc
|
518 | $72,499 | |
| 4 | BAC |
Bank Of America Corp /De/
|
731 | $41,652 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
417 | $34,460 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38 | $5,495 | |
| 7 | ING |
Ing Groep NV
|
59 | $1,851 |
All Filings in JPM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,987 | 3,278 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $992,495 | 3,374 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,153,869 | 3,581 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,123,877 | 3,563 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $598,084 | 2,063 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $557,566 | 2,273 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $546,538 | 2,280 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $447,655 | 2,123 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $429,397 | 2,123 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $483,323 | 2,413 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $420,657 | 2,473 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $358,634 | 2,473 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $373,053 | 2,565 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $488,010 | 3,745 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $425,901 | 3,176 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $341,297 | 3,266 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $380,959 | 3,383 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $467,441 | 3,429 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $405,059 | 2,558 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $552,781 | 3,377 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $526,813 | 3,387 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $476,175 | 3,128 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $382,099 | 3,007 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||