JP Morgan Chase
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JP Morgan Chase’s Orange County Bancorp OBT Stock Holding History

JP Morgan Chase’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Sell
4,767
-5,368
-53% -$171K ﹤0.01% 5606
2025
Q4 		$289K Sell
10,135
-531
-5% -$13.9K ﹤0.01% 5335
2025
Q3 		$269K Buy
10,666
+476
+5% +$12.4K ﹤0.01% 5354
2025
Q2 		$263K Sell
10,190
-9,396
-48% -$229K ﹤0.01% 5098
2025
Q1 		$458K Sell
19,586
-18,614
-49% -$476K ﹤0.01% 4838
2024
Q4 		$1.06M Buy
38,200
+21,522
+129% +$619K ﹤0.01% 4595
2024
Q3 		$503K Buy
16,678
+9,500
+132% +$266K ﹤0.01% 4883
2024
Q2 		$190K Sell
7,178
-11,620
-62% -$273K ﹤0.01% 5190
2024
Q1 		$432K Buy
18,798
+8,270
+79% +$197K ﹤0.01% 4886
2023
Q4 		$317K Buy
10,528
+3,594
+52% +$86.1K ﹤0.01% 5073
2023
Q3 		$150K Sell
6,934
-1,494
-18% -$32.6K ﹤0.01% 5243
2023
Q2 		$156K Buy
8,428
+1,228
+17% +$21.7K ﹤0.01% 5230
2023
Q1 		$158K Buy
+7,200
New +$180K ﹤0.01% 5196

Other funds holding OBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase's OBT Position: Q1 2026 in Review

JP Morgan Chase reduced its Orange County Bancorp (OBT) stake by 53% in Q1 2026, selling an estimated $171K and leaving 4,767 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #5606.

JP Morgan Chase first reported a position in OBT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2024. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • JP Morgan Chase held 4,767 shares of Orange County Bancorp worth $154K as of Q1 2026.
  • JP Morgan Chase sold 5,368 Orange County Bancorp shares in Q1 2026, an estimated $171K.
  • Orange County Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5606 holding.
  • JP Morgan Chase first reported a position in Orange County Bancorp in Q1 2023 and has held it in 13 quarters since.
  • JP Morgan Chase's Orange County Bancorp position peaked at $1.06M in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.