JP Morgan Chase’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.64M | Buy |
897,933
+74,695
| +9% | +$442K | ﹤0.01% | 3214 |
|
|
2025
Q4 | $4.35M | Buy |
823,238
+105,336
| +15% | +$571K | ﹤0.01% | 3441 |
|
|
2025
Q3 | $5.44M | Buy |
717,902
+130,959
| +22% | +$1.32M | ﹤0.01% | 3274 |
|
|
2025
Q2 | $6.16M | Sell |
586,943
-39,209
| -6% | -$443K | ﹤0.01% | 2966 |
|
|
2025
Q1 | $8.1M | Sell |
626,152
-91,225
| -13% | -$1.29M | ﹤0.01% | 2739 |
|
|
2024
Q4 | $11.3M | Buy |
717,377
+110,911
| +18% | +$1.87M | ﹤0.01% | 2578 |
|
|
2024
Q3 | $10.8M | Buy |
606,466
+7,586
| +1% | +$146K | ﹤0.01% | 2534 |
|
|
2024
Q2 | $13.1M | Sell |
598,880
-106,215
| -15% | -$2.56M | ﹤0.01% | 2208 |
|
|
2024
Q1 | $16.6M | Sell |
705,095
-42,132
| -6% | -$974K | ﹤0.01% | 2039 |
|
|
2023
Q4 | $20.7M | Sell |
747,227
-75,704
| -9% | -$1.74M | ﹤0.01% | 1823 |
|
|
2023
Q3 | $17.5M | Buy |
822,931
+31,303
| +4% | +$683K | ﹤0.01% | 1790 |
|
|
2023
Q2 | $16.8M | Buy |
791,628
+121,160
| +18% | +$2.92M | ﹤0.01% | 1831 |
|
|
2023
Q1 | $17.5M | Buy |
670,468
+27,324
| +4% | +$618K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $11.5M | Buy |
643,144
+240,087
| +60% | +$4.04M | ﹤0.01% | 2130 |
|
|
2022
Q3 | $5.38M | Buy |
403,057
+347,090
| +620% | +$5.64M | ﹤0.01% | 2682 |
|
|
2022
Q2 | $869K | Buy |
55,967
+6,248
| +13% | +$105K | ﹤0.01% | 4200 |
|
|
2022
Q1 | $794K | Sell |
49,719
-344,429
| -87% | -$5.93M | ﹤0.01% | 4419 |
|
|
2021
Q4 | $7.24M | Buy |
394,148
+11,621
| +3% | +$216K | ﹤0.01% | 2734 |
|
|
2021
Q3 | $6.97M | Sell |
382,527
-47,506
| -11% | -$850K | ﹤0.01% | 2741 |
|
|
2021
Q2 | $8.17M | Buy |
430,033
+151,487
| +54% | +$3M | ﹤0.01% | 2604 |
|
|
2021
Q1 | $5.49M | Sell |
278,546
-26,074
| -9% | -$470K | ﹤0.01% | 2884 |
|
|
2020
Q4 | $5.22M | Sell |
304,620
-38,453
| -11% | -$587K | ﹤0.01% | 2771 |
|
|
2020
Q3 | $4.34M | Sell |
343,073
-116,280
| -25% | -$1.39M | ﹤0.01% | 2689 |
|
|
2020
Q2 | $4.87M | Sell |
459,353
-26,530
| -5% | -$245K | ﹤0.01% | 2478 |
|
|
2020
Q1 | $3.63M | Buy |
485,883
+241,614
| +99% | +$3.5M | ﹤0.01% | 2523 |
|
|
2019
Q4 | $4.71M | Buy |
244,269
+45,120
| +23% | +$815K | ﹤0.01% | 2724 |
|
|
2019
Q3 | $3.33M | Buy |
199,149
+7,329
| +4% | +$120K | ﹤0.01% | 3042 |
|
|
2019
Q2 | $4.05M | Buy |
191,820
+72,548
| +61% | +$1.43M | ﹤0.01% | 2804 |
|
|
2019
Q1 | $2.27M | Sell |
119,272
-1,740
| -1% | -$43.7K | ﹤0.01% | 3247 |
|
|
2018
Q4 | $3.06M | Buy |
121,012
+66,928
| +124% | +$1.75M | ﹤0.01% | 2957 |
|
|
2018
Q3 | $1.74M | Sell |
54,084
-179,623
| -77% | -$5.96M | ﹤0.01% | 3555 |
|
|
2018
Q2 | $7.21M | Sell |
233,707
-49,890
| -18% | -$1.45M | ﹤0.01% | 2405 |
|
|
2018
Q1 | $7.69M | Sell |
283,597
-62,289
| -18% | -$1.74M | ﹤0.01% | 2217 |
|
|
2017
Q4 | $8.86M | Buy |
345,886
+97,264
| +39% | +$2.3M | ﹤0.01% | 2217 |
|
|
2017
Q3 | $5.52M | Buy |
248,622
+167,820
| +208% | +$3.6M | ﹤0.01% | 2496 |
|
|
2017
Q2 | $1.61M | Buy |
80,802
+10,364
| +15% | +$196K | ﹤0.01% | 3173 |
|
|
2017
Q1 | $1.44M | Sell |
70,438
-27,434
| -28% | -$564K | ﹤0.01% | 3225 |
|
|
2016
Q4 | $1.84M | Buy |
97,872
+8,861
| +10% | +$169K | ﹤0.01% | 3121 |
|
|
2016
Q3 | $1.67M | Sell |
89,011
-16,499
| -16% | -$288K | ﹤0.01% | 2903 |
|
|
2016
Q2 | $1.68M | Sell |
105,510
-10,369
| -9% | -$156K | ﹤0.01% | 2905 |
|
|
2016
Q1 | $1.64M | Buy |
+115,879
| New | +$1.46M | ﹤0.01% | 2805 |
|
Other funds holding OEC
DCM
