Trust Company of Vermont’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $67.7M | Sell |
210,011
-870
| -0.4% | -$269K | 2.82% | 5 |
|
|
2025
Q3 | $66.5M | Sell |
210,881
-758
| -0.4% | -$225K | 2.9% | 5 |
|
|
2025
Q2 | $61.4M | Sell |
211,639
-528
| -0.2% | -$135K | 2.89% | 5 |
|
|
2025
Q1 | $52M | Sell |
212,167
-2,153
| -1% | -$549K | 2.6% | 6 |
|
|
2024
Q4 | $51.4M | Buy |
214,320
+3,477
| +2% | +$810K | 2.5% | 6 |
|
|
2024
Q3 | $44.5M | Buy |
210,843
+3,051
| +1% | +$643K | 2.23% | 7 |
|
|
2024
Q2 | $42M | Sell |
207,792
-801
| -0.4% | -$157K | 2.28% | 7 |
|
|
2024
Q1 | $41.8M | Buy |
208,593
+43,839
| +27% | +$7.91M | 2.33% | 6 |
|
|
2023
Q4 | $28M | Sell |
164,754
-33,009
| -17% | -$5M | 1.87% | 7 |
|
|
2023
Q3 | $28.7M | Buy |
197,763
+1,652
| +0.8% | +$248K | 1.94% | 6 |
|
|
2023
Q2 | $28.5M | Buy |
196,111
+4,278
| +2% | +$588K | 1.86% | 6 |
|
|
2023
Q1 | $25M | Buy |
191,833
+7,440
| +4% | +$1.02M | 1.74% | 7 |
|
|
2022
Q4 | $24.7M | Buy |
184,393
+13,024
| +8% | +$1.65M | 1.81% | 7 |
|
|
2022
Q3 | $17.9M | Buy |
171,369
+11,987
| +8% | +$1.38M | 1.42% | 11 |
|
|
2022
Q2 | $17.9M | Buy |
159,382
+8,893
| +6% | +$1.1M | 1.37% | 14 |
|
|
2022
Q1 | $20.5M | Buy |
150,489
+3,701
| +3% | +$546K | 1.39% | 11 |
|
|
2021
Q4 | $23.2M | Buy |
146,788
+2,092
| +1% | +$344K | 1.47% | 11 |
|
|
2021
Q3 | $23.7M | Buy |
144,696
+1,442
| +1% | +$226K | 1.68% | 7 |
|
|
2021
Q2 | $22.3M | Buy |
143,254
+2,363
| +2% | +$371K | 1.55% | 9 |
|
|
2021
Q1 | $21.4M | Buy |
140,891
+543
| +0.4% | +$78.1K | 1.61% | 9 |
|
|
2020
Q4 | $17.8M | Buy |
140,348
+5,493
| +4% | +$614K | 1.42% | 13 |
|
|
2020
Q3 | $13M | Buy |
134,855
+4,803
| +4% | +$472K | 1.19% | 22 |
|
|
2020
Q2 | $12.2M | Sell |
130,052
-14,522
| -10% | -$1.38M | 1.21% | 19 |
|
|
2020
Q1 | $13M | Buy |
144,574
+2,346
| +2% | +$285K | 1.22% | 20 |
|
|
2019
Q4 | $19.8M | Sell |
142,228
-132
| -0.1% | -$16.9K | 1.5% | 13 |
|
|
2019
Q3 | $16.8M | Buy |
142,360
+4,472
| +3% | +$506K | 1.34% | 15 |
|
|
2019
Q2 | $15.4M | Buy |
137,888
+7,032
| +5% | +$775K | 1.28% | 16 |
|
|
2019
Q1 | $13.2M | Buy |
130,856
+618
| +0.5% | +$63.7K | 1.14% | 24 |
|
|
2018
Q4 | $12.7M | Buy |
130,238
+1,997
| +2% | +$213K | 1.23% | 19 |
|
|
2018
Q3 | $14.5M | Buy |
128,241
+1,857
| +1% | +$211K | 1.22% | 17 |
|
|
2018
Q2 | $13.2M | Buy |
126,384
+4,160
| +3% | +$456K | 1.18% | 20 |
|
|
2018
Q1 | $13.4M | Buy |
122,224
+1,456
| +1% | +$165K | 1.27% | 15 |
|
|
2017
Q4 | $12.9M | Sell |
120,768
-506
| -0.4% | -$51.2K | 1.2% | 17 |
|
|
2017
Q3 | $11.6M | Sell |
121,274
-834
| -0.7% | -$76.9K | 1.15% | 20 |
|
|
2017
Q2 | $11.2M | Buy |
122,108
+4,331
| +4% | +$374K | 1.15% | 20 |
|
|
2017
Q1 | $10.3M | Sell |
117,777
-2,391
| -2% | -$211K | 1.12% | 20 |
|
|
2016
Q4 | $10.4M | Sell |
120,168
-1,314
| -1% | -$100K | 1.19% | 20 |
|
|
2016
Q3 | $8.09M | Buy |
121,482
+3,504
| +3% | +$228K | 1.01% | 26 |
|
|
2016
Q2 | $7.33M | Sell |
117,978
-1,181
| -1% | -$73.8K | 0.97% | 28 |
|
|
2016
Q1 | $7.06M | Sell |
119,159
-1,383
| -1% | -$80.8K | 0.99% | 25 |
|
|
2015
Q4 | $7.96M | Buy |
120,542
+10,422
| +9% | +$679K | 1.14% | 21 |
|
|
2015
Q3 | $6.71M | Buy |
110,120
+5,589
| +5% | +$366K | 1.05% | 26 |
|
|
2015
Q2 | $7.08M | Buy |
104,531
+6,824
| +7% | +$446K | 1.03% | 27 |
|
|
2015
Q1 | $5.92M | Buy |
97,707
+2,977
| +3% | +$176K | 0.86% | 39 |
|
|
2014
Q4 | $5.93M | Buy |
94,730
+963
| +1% | +$58K | 0.86% | 38 |
|
|
2014
Q3 | $5.65M | Buy |
93,767
+2,183
| +2% | +$128K | 0.85% | 35 |
|
|
2014
Q2 | $5.28M | Sell |
91,584
-554
| -0.6% | -$31.1K | 0.81% | 39 |
|
|
2014
Q1 | $5.59M | Buy |
92,138
+1,151
| +1% | +$66.5K | 0.92% | 31 |
|
|
2013
Q4 | $5.32M | Sell |
90,987
-1,444
| -2% | -$79.1K | 0.89% | 33 |
|
|
2013
Q3 | $4.78M | Buy |
92,431
+3,958
| +4% | +$212K | 0.88% | 32 |
|
|
2013
Q2 | $4.67M | Buy |
+88,473
| New | +$4.5M | 0.91% | 32 |
|
Other funds holding JPM
Trust Company of Vermont's JPM Position: Q4 2025 in Review
Trust Company of Vermont reduced its JPMorgan Chase (JPM) stake by 0.41% in Q4 2025, selling an estimated $269K and leaving 210,011 shares worth $67.7M. The position accounts for 2.82% of the portfolio, ranked #5.
Trust Company of Vermont first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. 5,123 funds tracked by Wall St. Rank hold JPM as of Q4 2025.
- Trust Company of Vermont held 210,011 shares of JPMorgan Chase worth $67.7M as of Q4 2025.
- Trust Company of Vermont sold 870 JPMorgan Chase shares in Q4 2025, an estimated $269K.
- JPMorgan Chase made up 2.82% of Trust Company of Vermont's portfolio in Q4 2025, its #5 holding.
- Trust Company of Vermont first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
- 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.