TCOV
Trust Company of Vermont’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.4M | Sell |
211,639
-528
| -0.2% | -$153K | 2.89% | 5 |
|
|
2025
Q1 | $52M | Sell |
212,167
-2,153
| -1% | -$528K | 2.6% | 6 |
|
|
2024
Q4 | $51.4M | Buy |
214,320
+3,477
| +2% | +$833K | 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% | -$162K | 2.28% | 7 |
|
|
2024
Q1 | $41.8M | Buy |
208,593
+43,839
| +27% | +$8.78M | 2.33% | 6 |
|
|
2023
Q4 | $28M | Sell |
164,754
-33,009
| -17% | -$5.61M | 1.87% | 7 |
|
|
2023
Q3 | $28.7M | Buy |
197,763
+1,652
| +0.8% | +$240K | 1.94% | 6 |
|
|
2023
Q2 | $28.5M | Buy |
196,111
+4,278
| +2% | +$622K | 1.86% | 6 |
|
|
2023
Q1 | $25M | Buy |
191,833
+7,440
| +4% | +$970K | 1.74% | 7 |
|
|
2022
Q4 | $24.7M | Buy |
184,393
+13,024
| +8% | +$1.75M | 1.81% | 7 |
|
|
2022
Q3 | $17.9M | Buy |
171,369
+11,987
| +8% | +$1.25M | 1.42% | 11 |
|
|
2022
Q2 | $17.9M | Buy |
159,382
+8,893
| +6% | +$1M | 1.37% | 14 |
|
|
2022
Q1 | $20.5M | Buy |
150,489
+3,701
| +3% | +$505K | 1.39% | 11 |
|
|
2021
Q4 | $23.2M | Buy |
146,788
+2,092
| +1% | +$331K | 1.47% | 11 |
|
|
2021
Q3 | $23.7M | Buy |
144,696
+1,442
| +1% | +$236K | 1.68% | 7 |
|
|
2021
Q2 | $22.3M | Buy |
143,254
+2,363
| +2% | +$368K | 1.55% | 9 |
|
|
2021
Q1 | $21.4M | Buy |
140,891
+543
| +0.4% | +$82.7K | 1.61% | 9 |
|
|
2020
Q4 | $17.8M | Buy |
140,348
+5,493
| +4% | +$698K | 1.42% | 13 |
|
|
2020
Q3 | $13M | Buy |
134,855
+4,803
| +4% | +$462K | 1.19% | 22 |
|
|
2020
Q2 | $12.2M | Sell |
130,052
-14,522
| -10% | -$1.37M | 1.21% | 19 |
|
|
2020
Q1 | $13M | Buy |
144,574
+2,346
| +2% | +$211K | 1.22% | 20 |
|
|
2019
Q4 | $19.8M | Sell |
142,228
-132
| -0.1% | -$18.4K | 1.5% | 13 |
|
|
2019
Q3 | $16.8M | Buy |
142,360
+4,472
| +3% | +$526K | 1.34% | 15 |
|
|
2019
Q2 | $15.4M | Buy |
137,888
+7,032
| +5% | +$786K | 1.28% | 16 |
|
|
2019
Q1 | $13.2M | Buy |
130,856
+618
| +0.5% | +$62.6K | 1.14% | 24 |
|
|
2018
Q4 | $12.7M | Buy |
130,238
+1,997
| +2% | +$195K | 1.23% | 19 |
|
|
2018
Q3 | $14.5M | Buy |
128,241
+1,857
| +1% | +$210K | 1.22% | 17 |
|
|
2018
Q2 | $13.2M | Buy |
126,384
+4,160
| +3% | +$433K | 1.18% | 20 |
|
|
2018
Q1 | $13.4M | Buy |
122,224
+1,456
| +1% | +$160K | 1.27% | 15 |
|
|
2017
Q4 | $12.9M | Sell |
120,768
-506
| -0.4% | -$54.1K | 1.2% | 17 |
|
|
2017
Q3 | $11.6M | Sell |
121,274
-834
| -0.7% | -$79.7K | 1.15% | 20 |
|
|
2017
Q2 | $11.2M | Buy |
122,108
+4,331
| +4% | +$396K | 1.15% | 20 |
|
|
2017
Q1 | $10.3M | Sell |
117,777
-2,391
| -2% | -$210K | 1.12% | 20 |
|
|
2016
Q4 | $10.4M | Sell |
120,168
-1,314
| -1% | -$113K | 1.19% | 20 |
|
|
2016
Q3 | $8.09M | Buy |
121,482
+3,504
| +3% | +$233K | 1.01% | 26 |
|
|
2016
Q2 | $7.33M | Sell |
117,978
-1,181
| -1% | -$73.4K | 0.97% | 28 |
|
|
2016
Q1 | $7.06M | Sell |
119,159
-1,383
| -1% | -$81.9K | 0.99% | 25 |
|
|
2015
Q4 | $7.96M | Buy |
120,542
+10,422
| +9% | +$688K | 1.14% | 21 |
|
|
2015
Q3 | $6.71M | Buy |
110,120
+5,589
| +5% | +$341K | 1.05% | 26 |
|
|
2015
Q2 | $7.08M | Buy |
104,531
+6,824
| +7% | +$462K | 1.03% | 27 |
|
|
2015
Q1 | $5.92M | Buy |
97,707
+2,977
| +3% | +$180K | 0.86% | 39 |
|
|
2014
Q4 | $5.93M | Buy |
94,730
+963
| +1% | +$60.3K | 0.86% | 38 |
|
|
2014
Q3 | $5.65M | Buy |
93,767
+2,183
| +2% | +$132K | 0.85% | 35 |
|
|
2014
Q2 | $5.28M | Sell |
91,584
-554
| -0.6% | -$31.9K | 0.81% | 39 |
|
|
2014
Q1 | $5.59M | Buy |
92,138
+1,151
| +1% | +$69.9K | 0.92% | 31 |
|
|
2013
Q4 | $5.32M | Sell |
90,987
-1,444
| -2% | -$84.4K | 0.89% | 33 |
|
|
2013
Q3 | $4.78M | Buy |
92,431
+3,958
| +4% | +$205K | 0.88% | 32 |
|
|
2013
Q2 | $4.67M | Buy |
+88,473
| New | +$4.67M | 0.91% | 32 |
|