NBT Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.8M | Sell |
125,008
-1,252
| -1% | -$380K | 2.41% | 6 |
|
|
2025
Q4 | $41.1M | Sell |
126,260
-2,170
| -2% | -$672K | 2.66% | 6 |
|
|
2025
Q3 | $41M | Sell |
128,430
-4,053
| -3% | -$1.21M | 2.67% | 4 |
|
|
2025
Q2 | $38.4M | Sell |
132,483
-4,327
| -3% | -$1.1M | 2.64% | 3 |
|
|
2025
Q1 | $33.6M | Sell |
136,810
-3,841
| -3% | -$979K | 2.42% | 4 |
|
|
2024
Q4 | $33.7M | Sell |
140,651
-2,377
| -2% | -$554K | 2.35% | 4 |
|
|
2024
Q3 | $30.2M | Sell |
143,028
-3,301
| -2% | -$695K | 2.03% | 5 |
|
|
2024
Q2 | $29.6M | Sell |
146,329
-48
| -0% | -$9.38K | 2.12% | 6 |
|
|
2024
Q1 | $29.3M | Sell |
146,377
-5,823
| -4% | -$1.05M | 2.15% | 5 |
|
|
2023
Q4 | $25.9M | Buy |
152,200
+8,614
| +6% | +$1.31M | 2.03% | 5 |
|
|
2023
Q3 | $20.8M | Buy |
143,586
+45,699
| +47% | +$6.85M | 2% | 7 |
|
|
2023
Q2 | $14.2M | Sell |
97,887
-1,111
| -1% | -$153K | 2.03% | 6 |
|
|
2023
Q1 | $12.9M | Sell |
98,998
-624
| -0.6% | -$85.5K | 1.89% | 7 |
|
|
2022
Q4 | $13.4M | Sell |
99,622
-342
| -0.3% | -$43.3K | 1.95% | 8 |
|
|
2022
Q3 | $10.4M | Sell |
99,964
-2,609
| -3% | -$299K | 1.71% | 11 |
|
|
2022
Q2 | $11.6M | Buy |
102,573
+303
| +0.3% | +$37.5K | 1.76% | 10 |
|
|
2022
Q1 | $13.9M | Sell |
102,270
-1,966
| -2% | -$290K | 1.86% | 7 |
|
|
2021
Q4 | $16.5M | Sell |
104,236
-1,807
| -2% | -$297K | 2.12% | 6 |
|
|
2021
Q3 | $17.4M | Sell |
106,043
-3,396
| -3% | -$532K | 2.41% | 5 |
|
|
2021
Q2 | $17M | Sell |
109,439
-3,156
| -3% | -$496K | 2.34% | 5 |
|
|
2021
Q1 | $17.1M | Sell |
112,595
-4,406
| -4% | -$634K | 2.46% | 5 |
|
|
2020
Q4 | $14.9M | Sell |
117,001
-7,985
| -6% | -$893K | 2.26% | 5 |
|
|
2020
Q3 | $12M | Buy |
124,986
+5,456
| +5% | +$536K | 2% | 8 |
|
|
2020
Q2 | $11.2M | Sell |
119,530
-1,946
| -2% | -$185K | 2% | 7 |
|
|
2020
Q1 | $10.9M | Sell |
121,476
-644
| -0.5% | -$78.2K | 2.24% | 7 |
|
|
2019
Q4 | $17M | Buy |
122,120
+2,790
| +2% | +$358K | 2.68% | 5 |
|
|
2019
Q3 | $14M | Sell |
119,330
-2,509
| -2% | -$284K | 2.46% | 5 |
|
|
2019
Q2 | $13.6M | Sell |
121,839
-3,641
| -3% | -$401K | 2.44% | 5 |
|
|
2019
Q1 | $12.7M | Sell |
125,480
-1,666
| -1% | -$172K | 2.31% | 6 |
|
|
2018
Q4 | $12.4M | Sell |
127,146
-2,521
| -2% | -$269K | 2.01% | 7 |
|
|
2018
Q3 | $14.6M | Sell |
129,667
-7,942
| -6% | -$902K | 2.37% | 7 |
|
|
2018
Q2 | $14.3M | Sell |
137,609
-10,957
| -7% | -$1.2M | 2.57% | 6 |
|
|
2018
Q1 | $16.3M | Sell |
148,566
-2,692
| -2% | -$305K | 2.67% | 5 |
|
|
2017
Q4 | $16.2M | Sell |
151,258
-3,704
| -2% | -$375K | 2.55% | 6 |
|
|
2017
Q3 | $14.8M | Sell |
154,962
-9,631
| -6% | -$888K | 2.37% | 7 |
|
|
2017
Q2 | $15M | Sell |
164,593
-9,802
| -6% | -$846K | 2.45% | 6 |
|
|
2017
Q1 | $15.3M | Sell |
174,395
-3,799
| -2% | -$335K | 2.54% | 5 |
|
|
2016
Q4 | $15.4M | Sell |
178,194
-2,879
| -2% | -$220K | 2.64% | 4 |
|
|
2016
Q3 | $12.1M | Buy |
181,073
+2,046
| +1% | +$133K | 2.1% | 8 |
|
|
2016
Q2 | $11.1M | Sell |
179,027
-686
| -0.4% | -$42.8K | 1.94% | 10 |
|
|
2016
Q1 | $10.6M | Sell |
179,713
-679
| -0.4% | -$39.7K | 1.87% | 11 |
|
|
2015
Q4 | $11.9M | Sell |
180,392
-1,114
| -0.6% | -$72.5K | 2.13% | 8 |
|
|
2015
Q3 | $11.1M | Sell |
181,506
-8,916
| -5% | -$584K | 2.07% | 7 |
|
|
2015
Q2 | $12.9M | Sell |
190,422
-2,159
| -1% | -$141K | 2.11% | 8 |
|
|
2015
Q1 | $11.7M | Sell |
192,581
-2,719
| -1% | -$161K | 1.86% | 12 |
|
|
2014
Q4 | $12.2M | Sell |
195,300
-728
| -0.4% | -$43.8K | 1.91% | 11 |
|
|
2014
Q3 | $11.8M | Sell |
196,028
-9,841
| -5% | -$575K | 1.89% | 11 |
|
|
2014
Q2 | $11.9M | Sell |
205,869
-16,060
| -7% | -$903K | 1.8% | 13 |
|
|
2014
Q1 | $13.5M | Sell |
221,929
-1,641
| -0.7% | -$94.8K | 1.96% | 9 |
|
|
2013
Q4 | $13.1M | Sell |
223,570
-2,611
| -1% | -$143K | 1.87% | 11 |
|
|
2013
Q3 | $11.7M | Buy |
226,181
+12,120
| +6% | +$650K | 1.74% | 12 |
|
|
2013
Q2 | $11.3M | Buy |
+214,061
| New | +$10.9M | 1.7% | 13 |
|
Other funds holding JPM
VCM
VPM
NBT Bank's JPM Position: Q1 2026 in Review
NBT Bank reduced its JPMorgan Chase (JPM) stake by 0.99% in Q1 2026, selling an estimated $380K and leaving 125,008 shares worth $36.8M. The position accounts for 2.41% of the portfolio, ranked #6.
NBT Bank first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- NBT Bank held 125,008 shares of JPMorgan Chase worth $36.8M as of Q1 2026.
- NBT Bank sold 1,252 JPMorgan Chase shares in Q1 2026, an estimated $380K.
- JPMorgan Chase made up 2.41% of NBT Bank's portfolio in Q1 2026, its #6 holding.
- NBT Bank first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- NBT Bank's JPMorgan Chase position peaked at $41.1M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.