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
Q2 		$832K Buy
22,336
+17,569
+369% +$611K ﹤0.01% 4801
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 $6.73T AUM 46.02% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase's OBT Position: Q2 2026 in Review

JP Morgan Chase increased its Orange County Bancorp (OBT) stake by 369% in Q2 2026, buying an estimated $611K and bringing the position to 22,336 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #4801.

JP Morgan Chase first reported a position in OBT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2024. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • JP Morgan Chase held 22,336 shares of Orange County Bancorp worth $832K as of Q2 2026.
  • JP Morgan Chase bought 17,569 Orange County Bancorp shares in Q2 2026, an estimated $611K.
  • Orange County Bancorp made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4801 holding.
  • JP Morgan Chase first reported a position in Orange County Bancorp in Q1 2023 and has held it in 14 quarters since.
  • JP Morgan Chase's Orange County Bancorp position peaked at $1.06M in Q4 2024.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.