PSB
JPM icon

Passumpsic Savings Bank’s JPMorgan Chase JPM Stock Holding History

Passumpsic Savings Bank’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.1M Buy
+9,631
New +$2.98M 1.7% 22
2024
Q4 		$2.6M Buy
10,849
+96
+0.9% +$22.4K 1.62% 29
2024
Q3 		$2.27M Buy
10,753
+1,407
+15% +$296K 1.49% 33
2024
Q2 		$1.89M Sell
9,346
-3,188
-25% -$623K 1.36% 35
2024
Q1 		$2.51M Buy
+12,534
New +$2.26M 1.6% 26

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Passumpsic Savings Bank's JPM Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in JPMorgan Chase (JPM) in Q4 2025: 9,631 shares worth $3.1M. The stake represents 1.7% of the portfolio and ranks #22 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in JPM as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in JPM in Q1 2024 and has held it in 5 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Passumpsic Savings Bank held 9,631 shares of JPMorgan Chase worth $3.1M as of Q4 2025.
  • JPMorgan Chase was a new Passumpsic Savings Bank position in Q4 2025.
  • JPMorgan Chase made up 1.7% of Passumpsic Savings Bank's portfolio in Q4 2025, its #22 holding.
  • Passumpsic Savings Bank first reported a position in JPMorgan Chase in Q1 2024 and has held it in 5 quarters since.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.