JP Morgan Chase
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JP Morgan Chase’s Orion Energy Systems OESX Stock Holding History

JP Morgan Chase’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6
Closed -$44 – 7490
2025
Q1 		$44 Sell
6
-1
-14% -$8 ﹤0.01% 7005
2024
Q4 		$53 Hold
7
– – ﹤0.01% 7121
2024
Q3 		$58 Hold
7
– – ﹤0.01% 7091
2024
Q2 		$80 Hold
7
– – ﹤0.01% 6932
2024
Q1 		$62 Buy
7
+2
+40% +$20 ﹤0.01% 6989
2023
Q4 		$43 Buy
5
+1
+25% +$10 ﹤0.01% 7227
2023
Q3 		$44 Buy
+4
New +$62 ﹤0.01% 7020
2023
Q2 		– Hold
0
– – – 7221
2023
Q1 		– Hold
0
– – – 7084
2022
Q4 		– Hold
0
– – – 6859
2022
Q3 		– Sell
-3,812
Closed -$67.6K – 6738
2022
Q2 		$77K Buy
3,812
+1
+0% +$25 ﹤0.01% 5524
2022
Q1 		$107K Hold
3,811
– – ﹤0.01% 5471
2021
Q4 		$138K Sell
3,811
-1,015
-21% -$39.2K ﹤0.01% 5542
2021
Q3 		$188K Sell
4,826
-52,901
-92% -$2.44M ﹤0.01% 5267
2021
Q2 		$3.31M Buy
57,727
+718
+1% +$43.6K ﹤0.01% 3391
2021
Q1 		$3.97M Buy
57,009
+28,021
+97% +$2.62M ﹤0.01% 3174
2020
Q4 		$2.86M Buy
28,988
+27,980
+2,776% +$2.42M ﹤0.01% 3238
2020
Q3 		$78K Buy
1,008
+110
+12% +$5.99K ﹤0.01% 4808
2020
Q2 		$31K Buy
+898
New +$36.7K ﹤0.01% 4959
2019
Q4 		– Sell
-2,525
Closed -$72K – 5800
2019
Q3 		$72K Buy
+2,525
New +$72.1K ﹤0.01% 5022
2016
Q4 		– Sell
-19
Closed – – 5096
2016
Q3 		$0 Buy
+19
New +$254 ﹤0.01% 4722
2014
Q4 		– Sell
-1,015
Closed -$54K – 4315
2014
Q3 		$54K Buy
1,015
+9
+0.9% +$438 ﹤0.01% 4109
2014
Q2 		$41K Buy
+1,006
New +$49.4K ﹤0.01% 3465

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

JP Morgan Chase's OESX Position: Q2 2025 in Review

JP Morgan Chase sold out of Orion Energy Systems (OESX) in Q2 2025, closing a stake of 6 shares — an estimated $44 sold.

JP Morgan Chase first reported a position in OESX in Q2 2014 and held it in 20 quarters. The position peaked at $3.97M in Q1 2021. 37 funds tracked by Wall St. Rank hold OESX as of Q2 2025.

  • JP Morgan Chase reported no remaining Orion Energy Systems position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 6 Orion Energy Systems shares in Q2 2025, an estimated $44.
  • JP Morgan Chase first reported a position in Orion Energy Systems in Q2 2014 and held it in 20 quarters.
  • JP Morgan Chase's Orion Energy Systems position peaked at $3.97M in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.