JP Morgan Chase
OR icon

JP Morgan Chase’s OR Royalties Inc OR Stock Holding History

JP Morgan Chase’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.34M Sell
198,247
-73,688
-27% -$2.72M ﹤0.01% 3228
2026
Q1 		$9.59M Buy
271,935
+129,674
+91% +$5.33M ﹤0.01% 2715
2025
Q4 		$5.03M Buy
142,261
+30,122
+27% +$1.06M ﹤0.01% 3307
2025
Q3 		$4.49M Sell
112,139
-93,037
-45% -$2.9M ﹤0.01% 3457
2025
Q2 		$5.28M Buy
205,176
+75,596
+58% +$1.82M ﹤0.01% 3110
2025
Q1 		$2.74M Buy
129,580
+109,178
+535% +$2.1M ﹤0.01% 3627
2024
Q4 		$369K Buy
20,402
+3,455
+20% +$67.2K ﹤0.01% 5192
2024
Q3 		$314K Buy
16,947
+6,237
+58% +$108K ﹤0.01% 5179
2024
Q2 		$167K Buy
+10,710
New +$173K ﹤0.01% 5250
2024
Q1 		– Sell
-10,710
Closed -$154K – 7754
2023
Q4 		$154K Sell
10,710
-201,008
-95% -$2.63M ﹤0.01% 5528
2023
Q3 		$2.49M Buy
211,718
+24,298
+13% +$332K ﹤0.01% 3402
2023
Q2 		$2.88M Buy
187,420
+128,038
+216% +$2.07M ﹤0.01% 3272
2023
Q1 		$939K Sell
59,382
-146,441
-71% -$1.97M ﹤0.01% 4086
2022
Q4 		$2.48M Buy
205,823
+182,624
+787% +$2.12M ﹤0.01% 3395
2022
Q3 		$236K Sell
23,199
-158,395
-87% -$1.59M ﹤0.01% 4873
2022
Q2 		$1.83M Sell
181,594
-108,645
-37% -$1.3M ﹤0.01% 3622
2022
Q1 		$3.83M Buy
290,239
+33,210
+13% +$412K ﹤0.01% 3229
2021
Q4 		$3.15M Buy
+257,029
New +$3.13M ﹤0.01% 3444
2020
Q1 		– Sell
-1,343,515
Closed -$13M – 5603
2019
Q4 		$13M Buy
1,343,515
+1,167,585
+664% +$10.7M ﹤0.01% 1903
2019
Q3 		$1.64M Buy
+175,930
New +$2.07M ﹤0.01% 3541
2018
Q1 		– Sell
-2,250
Closed -$26K – 5557
2017
Q4 		$26K Buy
2,250
+2,000
+800% +$24.3K ﹤0.01% 5100
2017
Q3 		$3K Sell
250
-197,881
-100% -$2.56M ﹤0.01% 4843
2017
Q2 		$2.42M Buy
198,131
+154,203
+351% +$1.75M ﹤0.01% 2928
2017
Q1 		$488K Sell
43,928
-20,680
-32% -$228K ﹤0.01% 3717
2016
Q4 		$628K Buy
64,608
+35,968
+126% +$357K ﹤0.01% 3648
2016
Q3 		$313K Buy
+28,640
New +$357K ﹤0.01% 3559

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JP Morgan Chase reduced its OR Royalties Inc (OR) stake by 27% in Q2 2026, selling an estimated $2.72M and leaving 198,247 shares worth $6.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3228.

JP Morgan Chase first reported a position in OR in Q3 2016 and has held it in 26 quarters since. The position peaked at $13M in Q4 2019. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • JP Morgan Chase held 198,247 shares of OR Royalties Inc worth $6.34M as of Q2 2026.
  • JP Morgan Chase sold 73,688 OR Royalties Inc shares in Q2 2026, an estimated $2.72M.
  • OR Royalties Inc made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3228 holding.
  • JP Morgan Chase first reported a position in OR Royalties Inc in Q3 2016 and has held it in 26 quarters since.
  • JP Morgan Chase's OR Royalties Inc position peaked at $13M in Q4 2019.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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