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Orrstown Financial Services’s JPMorgan Chase JPM Stock Holding History

Orrstown Financial Services’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 		$2.73M Sell
8,327
-268
-3% -$83.2K 0.4% 27
2026
Q1 		$2.53M Sell
8,595
-1,050
-11% -$319K 0.42% 23
2025
Q4 		$3.11M Sell
9,645
-371
-4% -$115K 0.52% 21
2025
Q3 		$3.16M Buy
10,016
+264
+3% +$78.5K 0.54% 21
2025
Q2 		$2.83M Sell
9,752
-521
-5% -$133K 0.6% 21
2025
Q1 		$2.52M Sell
10,273
-753
-7% -$192K 0.6% 18
2024
Q4 		$2.64M Sell
11,026
-117
-1% -$27.3K 0.71% 21
2024
Q3 		$2.35M Buy
11,143
+4,576
+70% +$964K 0.69% 23
2024
Q2 		$1.33M Buy
6,567
+73
+1% +$14.3K 0.7% 21
2024
Q1 		$1.3M Buy
6,494
+242
+4% +$43.7K 0.72% 20
2023
Q4 		$1.06M Buy
+6,252
New +$947K 0.85% 18
2022
Q1 		$907K Sell
6,652
-497
-7% -$73.4K 1.69% 17
2021
Q4 		$1.2M Sell
7,149
-336
-4% -$55.2K 1.84% 12
2021
Q3 		$1.23M Sell
7,485
-771
-9% -$121K 1.94% 9
2021
Q2 		$1.3M Sell
8,256
-188
-2% -$29.5K 1.88% 9
2021
Q1 		$1.3M Sell
8,444
-492
-6% -$70.8K 1.83% 12
2020
Q4 		$1.14M Sell
8,936
-336
-4% -$37.6K 1.68% 15
2020
Q3 		$899K Sell
9,272
-586
-6% -$57.5K 1.41% 25
2020
Q2 		$927K Sell
9,858
-418
-4% -$39.7K 1.52% 21
2020
Q1 		$925K Sell
10,276
-93
-0.9% -$11.3K 1.33% 19
2019
Q4 		$1.42M Sell
10,369
-731
-7% -$93.8K 2.03% 8
2019
Q3 		$1.22M Buy
11,100
+334
+3% +$37.8K 1.63% 14
2019
Q2 		$1.2M Buy
10,766
+114
+1% +$12.6K 1.64% 13
2019
Q1 		$1.08M Buy
10,652
+270
+3% +$27.8K 1.51% 23
2018
Q4 		$1.01M Sell
10,382
-38
-0.4% -$4.05K 1.52% 17
2018
Q3 		$1.18M Sell
10,420
-699
-6% -$79.3K 1.54% 16
2018
Q2 		$1.16M Sell
11,119
-886
-7% -$97.2K 1.44% 16
2018
Q1 		$1.32M Sell
12,005
-285
-2% -$32.3K 1.56% 12
2017
Q4 		$1.31M Sell
12,290
-1,583
-11% -$160K 1.51% 13
2017
Q3 		$1.32M Sell
13,873
-297
-2% -$27.4K 1.48% 16
2017
Q2 		$1.29M Sell
14,170
-1,750
-11% -$151K 1.42% 21
2017
Q1 		$1.4M Sell
15,920
-2,182
-12% -$192K 1.41% 18
2016
Q4 		$1.45M Buy
18,102
+17
+0.1% +$1.3K 1.49% 14
2016
Q3 		$1.2M Sell
18,085
-768
-4% -$50.1K 1.27% 28
2016
Q2 		$1.17M Sell
18,853
-934
-5% -$58.3K 1.26% 30
2016
Q1 		$1.17M Buy
19,787
+2,539
+15% +$148K 1.27% 31
2015
Q4 		$1.14M Buy
17,248
+722
+4% +$47K 1.23% 32
2015
Q3 		$1.01M Sell
16,526
-346
-2% -$22.7K 1.18% 32
2015
Q2 		$1.14M Buy
16,872
+2,061
+14% +$135K 1.25% 34
2015
Q1 		$897K Sell
14,811
-380
-3% -$22.5K 0.97% 41
2014
Q4 		$951K Buy
15,191
+249
+2% +$15K 1.01% 40
2014
Q3 		$900K Sell
14,942
-6,446
-30% -$377K 0.98% 41
2014
Q2 		$1.23M Buy
21,388
+2,353
+12% +$132K 1.31% 33
2014
Q1 		$1.16M Buy
19,035
+487
+3% +$28.1K 1.23% 31
2013
Q4 		$1.08M Buy
18,548
+547
+3% +$30K 1.13% 37
2013
Q3 		$930K Buy
18,001
+7,549
+72% +$405K 1.06% 42
2013
Q2 		$552K Buy
+10,452
New +$531K 0.8% 49

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Orrstown Financial Services's JPM Position: Q2 2026 in Review

Orrstown Financial Services reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $83.2K and leaving 8,327 shares worth $2.73M. The position accounts for 0.4% of the portfolio, ranked #27.

Orrstown Financial Services first reported a position in JPM in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.16M in Q3 2025. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Orrstown Financial Services held 8,327 shares of JPMorgan Chase worth $2.73M as of Q2 2026.
  • Orrstown Financial Services sold 268 JPMorgan Chase shares in Q2 2026, an estimated $83.2K.
  • JPMorgan Chase made up 0.4% of Orrstown Financial Services's portfolio in Q2 2026, its #27 holding.
  • Orrstown Financial Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 47 quarters since.
  • Orrstown Financial Services's JPMorgan Chase position peaked at $3.16M in Q3 2025.
  • 2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Orrstown Financial Services's 13F filing for Q2 2026, filed 10 Jul 2026.