JMPWA
ORIO

JP Morgan Private Wealth Advisors’s Orion Digital Corp ORIO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ORIO Stock Details ORIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,333
Closed -$9K – 1974
2022
Q3 		$9K Buy
+3,333
New +$10.5K ﹤0.01% 1913

Other funds holding ORIO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ORIO Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Orion Digital Corp (ORIO) in Q4 2022, closing a stake of 3,333 shares — an estimated $9K sold.

JP Morgan Private Wealth Advisors first reported a position in ORIO in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 31 funds tracked by Wall St. Rank hold ORIO as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Orion Digital Corp position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,333 Orion Digital Corp shares in Q4 2022, an estimated $9K.
  • JP Morgan Private Wealth Advisors first reported a position in Orion Digital Corp in Q3 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Orion Digital Corp position peaked at $9K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held Orion Digital Corp as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.