JP Morgan Chase
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JP Morgan Chase’s Orion OEC Stock Holding History

JP Morgan Chase’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30,000
Closed -$401K – 6858
2022
Q3 		$401K Hold
30,000
– – ﹤0.01% 4592
2022
Q2 		$466K Buy
+30,000
New +$503K ﹤0.01% 4608

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

JP Morgan Chase reduced its Orion (OEC) stake by 11% in Q2 2026, selling an estimated $703K and leaving 800,223 shares worth $5.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

JP Morgan Chase first reported a position in OEC in Q1 2016 and has held it in 42 quarters since. The position peaked at $20.7M in Q4 2023. 101 funds tracked by Wall St. Rank hold OEC as of Q2 2026.

  • JP Morgan Chase held 800,223 shares of Orion worth $5.46M as of Q2 2026.
  • JP Morgan Chase sold 97,710 Orion shares in Q2 2026, an estimated $703K.
  • Orion made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3379 holding.
  • JP Morgan Chase first reported a position in Orion in Q1 2016 and has held it in 42 quarters since.
  • JP Morgan Chase's Orion position peaked at $20.7M in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Orion as of Q2 2026.

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