OPTFSNA
Old Point Trust & Financial Services N A’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
4,477
-89
| -2% | -$25.8K | 0.45% | 50 |
|
|
2025
Q1 | $1.12M | Buy |
4,566
+60
| +1% | +$14.7K | 0.39% | 56 |
|
|
2024
Q4 | $1.08M | Sell |
4,506
-134
| -3% | -$32.1K | 0.38% | 55 |
|
|
2024
Q3 | $978K | Hold |
4,640
| – | – | 0.35% | 59 |
|
|
2024
Q2 | $938K | Sell |
4,640
-235
| -5% | -$47.5K | 0.36% | 56 |
|
|
2024
Q1 | $976K | Buy |
4,875
+1,273
| +35% | +$255K | 0.36% | 54 |
|
|
2023
Q4 | $613K | Buy |
+3,602
| New | +$613K | 0.25% | 56 |
|
|
2023
Q3 | – | Sell |
-1,227
| Closed | -$178K | – | 180 |
|
|
2023
Q2 | $178K | Buy |
+1,227
| New | +$178K | 0.07% | 86 |
|