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Disclosery

Passumpsic Savings Bank: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Passumpsic Savings Bank on JPM, newest first. How the timeline and the estimate are built.

Passumpsic Savings Bank held 9,631 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-05.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,631 shares
    Change vs previous 13F -1,218 shares

    1.7% of the 13F portfolio, value $3,103,301.

    13F-HR 0002023170-26-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 10,849 shares
    Change vs previous 13F +96 shares

    1.62% of the 13F portfolio, value $2,600,614.

    13F-HR 0002023170-25-000001 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 10,753 shares
    Change vs previous 13F +1,407 shares

    1.49% of the 13F portfolio, value $2,267,378.

    13F-HR 0002023170-24-000005 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 9,346 shares
    Change vs previous 13F -3,188 shares

    1.36% of the 13F portfolio, value $1,890,322.

    13F-HR 0002023170-24-000003 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 12,534 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,510,560.

    13F-HR 0002023170-24-000002 filed by Passumpsic Savings Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).