HPBT
JPM icon

Hickory Point Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Hickory Point Bank & Trust’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
2026
Q3 		$2.08M Sell
6,292
-50
-0.8% -$17.5K 1.25% 14
2026
Q2 		$2.08M Hold
6,342
– – 1.26% 13
2026
Q1 		$1.87M Sell
6,342
-281
-4% -$85.3K 1.23% 14
2025
Q4 		$2.13M Buy
6,623
+15
+0.2% +$4.64K 1.55% 13
2025
Q3 		$2.08M Sell
6,608
-110
-2% -$32.7K 1.56% 12
2025
Q2 		$1.95M Buy
6,718
+753
+13% +$192K 1.57% 12
2025
Q1 		$1.46M Buy
5,965
+714
+14% +$182K 1.29% 13
2024
Q4 		$1.26M Buy
+5,251
New +$1.22M 1.12% 15

Other funds holding JPM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Hickory Point Bank & Trust's JPM Position: Q3 2026 in Review

Hickory Point Bank & Trust reduced its JPMorgan Chase (JPM) stake by 0.79% in Q3 2026, selling an estimated $17.5K and leaving 6,292 shares worth $2.08M. The position accounts for 1.25% of the portfolio, ranked #14.

Hickory Point Bank & Trust first reported a position in JPM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.13M in Q4 2025. 250 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Hickory Point Bank & Trust held 6,292 shares of JPMorgan Chase worth $2.08M as of Q3 2026.
  • Hickory Point Bank & Trust sold 50 JPMorgan Chase shares in Q3 2026, an estimated $17.5K.
  • JPMorgan Chase made up 1.25% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #14 holding.
  • Hickory Point Bank & Trust first reported a position in JPMorgan Chase in Q4 2024 and has held it in 8 quarters since.
  • Hickory Point Bank & Trust's JPMorgan Chase position peaked at $2.13M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.