Old Point Trust & Financial Services N A’s JPMorgan Chase JPM Stock Holding History

Old Point Trust & Financial Services N A’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	$2.7M	Buy	8,261 +695	+9%	+$216K	0.82%	42
2026 Q1	$2.23M	Buy	7,566 +1,023	+16%	+$310K	0.71%	45
2025 Q4	$2.11M	Buy	6,543 +1,226	+23%	+$380K	0.66%	43
2025 Q3	$1.68M	Buy	5,317 +840	+19%	+$250K	0.54%	46
2025 Q2	$1.3M	Sell	4,477 -89	-2%	-$22.7K	0.45%	50
2025 Q1	$1.12M	Buy	4,566 +60	+1%	+$15.3K	0.39%	56
2024 Q4	$1.08M	Sell	4,506 -134	-3%	-$31.2K	0.38%	55
2024 Q3	$978K	Hold	4,640	–	–	0.35%	59
2024 Q2	$938K	Sell	4,640 -235	-5%	-$45.9K	0.36%	56
2024 Q1	$976K	Buy	4,875 +1,273	+35%	+$230K	0.36%	54
2023 Q4	$613K	Buy	+3,602	New	+$546K	0.25%	56
2023 Q3	–	Sell	-1,227	Closed	-$178K	–	180
2023 Q2	$178K	Buy	+1,227	New	+$169K	0.07%	86

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Old Point Trust & Financial Services N A's JPM Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its JPMorgan Chase (JPM) stake by 9.2% in Q2 2026, buying an estimated $216K and bringing the position to 8,261 shares worth $2.7M. The position accounts for 0.82% of the portfolio, ranked #42.

Old Point Trust & Financial Services N A first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Old Point Trust & Financial Services N A held 8,261 shares of JPMorgan Chase worth $2.7M as of Q2 2026.
Old Point Trust & Financial Services N A bought 695 JPMorgan Chase shares in Q2 2026, an estimated $216K.
JPMorgan Chase made up 0.82% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #42 holding.
Old Point Trust & Financial Services N A first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.