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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Hickory Point Bank & Trust's JPM Position: Q2 2026 in Review

Hickory Point Bank & Trust held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,342 shares worth $2.08M. The position accounts for 1.26% of the portfolio, ranked #13.

Hickory Point Bank & Trust first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.13M in Q4 2025. 2,565 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Hickory Point Bank & Trust held 6,342 shares of JPMorgan Chase worth $2.08M as of Q2 2026.
Hickory Point Bank & Trust left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 1.26% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #13 holding.
Hickory Point Bank & Trust first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Hickory Point Bank & Trust's JPMorgan Chase position peaked at $2.13M in Q4 2025.
2,565 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.