JP Morgan Chase
IX icon

JP Morgan Chase’s ORIX IX Stock Holding History

JP Morgan Chase’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7M Buy
564,688
+250,546
+80% +$8.91M ﹤0.01% 2157
2026
Q1 		$9.16M Buy
314,142
+155,629
+98% +$4.94M ﹤0.01% 2772
2025
Q4 		$4.63M Sell
158,513
-10,588
-6% -$280K ﹤0.01% 3382
2025
Q3 		$4.42M Buy
169,101
+18,623
+12% +$462K ﹤0.01% 3468
2025
Q2 		$3.39M Buy
150,478
+58,869
+64% +$1.21M ﹤0.01% 3500
2025
Q1 		$1.91M Buy
91,609
+40,444
+79% +$848K ﹤0.01% 3906
2024
Q4 		$1.09M Buy
51,165
+14,400
+39% +$316K ﹤0.01% 4575
2024
Q3 		$853K Buy
36,765
+24,465
+199% +$575K ﹤0.01% 4570
2024
Q2 		$274K Buy
12,300
+2,445
+25% +$52.2K ﹤0.01% 4986
2024
Q1 		$217K Buy
9,855
+2,600
+36% +$52.9K ﹤0.01% 5305
2023
Q4 		$136K Sell
7,255
-7,205
-50% -$131K ﹤0.01% 5596
2023
Q3 		$272K Buy
14,460
+1,570
+12% +$29.3K ﹤0.01% 4862
2023
Q2 		$235K Buy
12,890
+2,755
+27% +$47.7K ﹤0.01% 4981
2023
Q1 		$167K Sell
10,135
-1,140
-10% -$19.5K ﹤0.01% 5161
2022
Q4 		$181K Sell
11,275
-5,040
-31% -$76.6K ﹤0.01% 5092
2022
Q3 		$231K Sell
16,315
-3,245
-17% -$53K ﹤0.01% 4881
2022
Q2 		$330K Buy
19,560
+14,470
+284% +$263K ﹤0.01% 4793
2022
Q1 		$101K Sell
5,090
-195
-4% -$3.98K ﹤0.01% 5506
2021
Q4 		$108K Buy
5,285
+90
+2% +$1.79K ﹤0.01% 5644
2021
Q3 		$97K Buy
5,195
+330
+7% +$6.07K ﹤0.01% 5584
2021
Q2 		$84K Buy
4,865
+215
+5% +$3.67K ﹤0.01% 5597
2021
Q1 		$79K Buy
4,650
+1,775
+62% +$30.3K ﹤0.01% 5435
2020
Q4 		$44K Buy
2,875
+705
+32% +$9.94K ﹤0.01% 5183
2020
Q3 		$28K Buy
2,170
+295
+16% +$3.63K ﹤0.01% 5084
2020
Q2 		$22K Sell
1,875
-515
-22% -$6.33K ﹤0.01% 5017
2020
Q1 		$28K Buy
2,390
+865
+57% +$13.7K ﹤0.01% 4875
2019
Q4 		$25K Sell
1,525
-1,420
-48% -$22.8K ﹤0.01% 5285
2019
Q3 		$45K Buy
2,945
+1,045
+55% +$15.7K ﹤0.01% 5218
2019
Q2 		$29K Sell
1,900
-7,465
-80% -$107K ﹤0.01% 5365
2019
Q1 		$135K Buy
9,365
+7,150
+323% +$105K ﹤0.01% 4780
2018
Q4 		$31K Buy
2,215
+390
+21% +$6.11K ﹤0.01% 5226
2018
Q3 		$30K Sell
1,825
-63,340
-97% -$1.02M ﹤0.01% 5346
2018
Q2 		$1.03M Buy
65,165
+2,985
+5% +$51.5K ﹤0.01% 3820
2018
Q1 		$1.12M Buy
62,180
+1,090
+2% +$19.7K ﹤0.01% 3616
2017
Q4 		$1.04M Buy
61,090
+945
+2% +$16K ﹤0.01% 3707
2017
Q3 		$970K Buy
60,145
+59,710
+13,726% +$960K ﹤0.01% 3534
2017
Q2 		$7K Buy
435
+40
+10% +$625 ﹤0.01% 4712
2017
Q1 		$6K Hold
395
– – ﹤0.01% 4875
2016
Q4 		$6K Sell
395
-370
-48% -$5.68K ﹤0.01% 4853
2016
Q3 		$11K Sell
765
-128,305
-99% -$1.81M ﹤0.01% 4279
2016
Q2 		$1.65M Buy
129,070
+58,465
+83% +$814K ﹤0.01% 2912
2016
Q1 		$1.01M Buy
70,605
+4,615
+7% +$62.8K ﹤0.01% 3066
2015
Q4 		$927K Buy
65,990
+13,130
+25% +$191K ﹤0.01% 3153
2015
Q3 		$687K Sell
52,860
-189,055
-78% -$2.62M ﹤0.01% 3292
2015
Q2 		$3.61M Sell
241,915
-337,315
-58% -$5.22M ﹤0.01% 2584
2015
Q1 		$8.15M Buy
579,230
+19,620
+4% +$257K ﹤0.01% 2038
2014
Q4 		$7M Sell
559,610
-169,640
-23% -$2.22M ﹤0.01% 2185
2014
Q3 		$10.1M Buy
729,250
+8,035
+1% +$123K ﹤0.01% 1921
2014
Q2 		$12M Buy
721,215
+27,260
+4% +$415K ﹤0.01% 1656
2014
Q1 		$9.78M Sell
693,955
-301,905
-30% -$4.62M ﹤0.01% 1734
2013
Q4 		$17.7M Buy
995,860
+55,215
+6% +$945K 0.01% 1403
2013
Q3 		$15.4M Buy
940,645
+36,605
+4% +$545K ﹤0.01% 1471
2013
Q2 		$12.4M Buy
+904,040
New +$12.8M ﹤0.01% 1543

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase increased its ORIX (IX) stake by 80% in Q2 2026, buying an estimated $8.91M and bringing the position to 564,688 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

JP Morgan Chase first reported a position in IX in Q2 2013 and has held it in 53 quarters since. 306 funds tracked by Wall St. Rank hold IX as of Q2 2026.

  • JP Morgan Chase held 564,688 shares of ORIX worth $21.7M as of Q2 2026.
  • JP Morgan Chase bought 250,546 ORIX shares in Q2 2026, an estimated $8.91M.
  • ORIX made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2157 holding.
  • JP Morgan Chase first reported a position in ORIX in Q2 2013 and has held it in 53 quarters since.
  • 306 funds tracked by Wall St. Rank held ORIX as of Q2 2026.

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