Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$70,574,965
+$2,905,222 QoQ
Shares Held
215,608
+2.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#498
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRUST CO OF VERMONT holds $85,189,318 across 9 Banks - Diversified names. JPM ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
215,608 | $70,574,965 | |
| 2 | TD |
Toronto Dominion Bank
|
51,986 | $6,312,659 | |
| 3 | BAC |
Bank Of America Corp /De/
|
89,994 | $5,127,857 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
12,207 | $1,765,254 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,126 | $836,812 | |
| 6 | C |
Citigroup Inc
|
2,255 | $315,609 | |
| 7 | RY |
Royal Bank Of Canada
|
577 | $119,421 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
651 | $115,031 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,574,965 | 215,608 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $67,669,743 | 210,011 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $66,518,193 | 210,881 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $61,356,261 | 211,639 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $52,044,564 | 212,167 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $51,374,646 | 214,320 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $44,458,354 | 210,843 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $42,028,009 | 207,792 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $41,781,177 | 208,593 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $28,024,655 | 164,754 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $28,679,589 | 197,763 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $28,522,383 | 196,111 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $24,997,757 | 191,833 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $24,727,101 | 184,393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $17,908,060 | 171,369 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $17,948,006 | 159,382 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $20,514,660 | 150,489 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $23,243,879 | 146,788 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $23,685,288 | 144,696 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,281,726 | 143,254 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $21,447,836 | 140,891 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $17,834,020 | 140,348 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $12,982,490 | 134,855 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $12,232,691 | 130,052 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $13,015,996 | 144,574 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||