JPMorgan Chase & Co’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.39M | Buy |
150,478
+58,869
| +64% | +$1.33M | ﹤0.01% | 2986 |
|
|
2025
Q1 | $1.91M | Buy |
91,609
+40,444
| +79% | +$845K | ﹤0.01% | 3288 |
|
|
2024
Q4 | $1.09M | Buy |
51,165
+14,400
| +39% | +$306K | ﹤0.01% | 3746 |
|
|
2024
Q3 | $853K | Buy |
36,765
+24,465
| +199% | +$568K | ﹤0.01% | 3734 |
|
|
2024
Q2 | $274K | Buy |
12,300
+2,445
| +25% | +$54.4K | ﹤0.01% | 4116 |
|
|
2024
Q1 | $217K | Buy |
9,855
+2,600
| +36% | +$57.3K | ﹤0.01% | 4412 |
|
|
2023
Q4 | $136K | Sell |
7,255
-7,205
| -50% | -$135K | ﹤0.01% | 4641 |
|
|
2023
Q3 | $272K | Buy |
14,460
+1,570
| +12% | +$29.5K | ﹤0.01% | 4051 |
|
|
2023
Q2 | $235K | Buy |
12,890
+2,755
| +27% | +$50.3K | ﹤0.01% | 4191 |
|
|
2023
Q1 | $167K | Sell |
10,135
-1,140
| -10% | -$18.8K | ﹤0.01% | 4413 |
|
|
2022
Q4 | $181K | Sell |
11,275
-5,040
| -31% | -$80.9K | ﹤0.01% | 4258 |
|
|
2022
Q3 | $231K | Sell |
16,315
-3,245
| -17% | -$45.9K | ﹤0.01% | 4108 |
|
|
2022
Q2 | $330K | Buy |
19,560
+14,470
| +284% | +$244K | ﹤0.01% | 4078 |
|
|
2022
Q1 | $101K | Sell |
5,090
-195
| -4% | -$3.87K | ﹤0.01% | 4743 |
|
|
2021
Q4 | $108K | Buy |
5,285
+90
| +2% | +$1.84K | ﹤0.01% | 4791 |
|
|
2021
Q3 | $97K | Buy |
5,195
+330
| +7% | +$6.16K | ﹤0.01% | 4729 |
|
|
2021
Q2 | $84K | Buy |
4,865
+215
| +5% | +$3.71K | ﹤0.01% | 4818 |
|
|
2021
Q1 | $79K | Buy |
4,650
+1,775
| +62% | +$30.2K | ﹤0.01% | 4705 |
|
|
2020
Q4 | $44K | Buy |
2,875
+705
| +32% | +$10.8K | ﹤0.01% | 4473 |
|
|
2020
Q3 | $28K | Buy |
2,170
+295
| +16% | +$3.81K | ﹤0.01% | 4426 |
|
|
2020
Q2 | $22K | Sell |
1,875
-515
| -22% | -$6.04K | ﹤0.01% | 4398 |
|
|
2020
Q1 | $28K | Buy |
2,390
+865
| +57% | +$10.1K | ﹤0.01% | 4283 |
|
|
2019
Q4 | $25K | Sell |
1,525
-1,420
| -48% | -$23.3K | ﹤0.01% | 4392 |
|
|
2019
Q3 | $45K | Buy |
2,945
+1,045
| +55% | +$16K | ﹤0.01% | 4296 |
|
|
2019
Q2 | $29K | Sell |
1,900
-7,465
| -80% | -$114K | ﹤0.01% | 4444 |
|
|
2019
Q1 | $135K | Buy |
9,365
+7,150
| +323% | +$103K | ﹤0.01% | 3906 |
|
|
2018
Q4 | $31K | Buy |
2,215
+390
| +21% | +$5.46K | ﹤0.01% | 4407 |
|
|
2018
Q3 | $30K | Sell |
1,825
-63,340
| -97% | -$1.04M | ﹤0.01% | 4502 |
|
|
2018
Q2 | $1.03M | Buy |
65,165
+2,985
| +5% | +$47.2K | ﹤0.01% | 3130 |
|
|
2018
Q1 | $1.12M | Buy |
62,180
+1,090
| +2% | +$19.6K | ﹤0.01% | 3033 |
|
|
2017
Q4 | $1.04M | Buy |
61,090
+945
| +2% | +$16K | ﹤0.01% | 3040 |
|
|
2017
Q3 | $970K | Buy |
60,145
+59,710
| +13,726% | +$963K | ﹤0.01% | 2939 |
|
|
2017
Q2 | $7K | Buy |
435
+40
| +10% | +$644 | ﹤0.01% | 4097 |
|
|
2017
Q1 | $6K | Hold |
395
| – | – | ﹤0.01% | 4267 |
|
|
2016
Q4 | $6K | Sell |
395
-370
| -48% | -$5.62K | ﹤0.01% | 4311 |
|
|
2016
Q3 | $11K | Sell |
765
-128,305
| -99% | -$1.84M | ﹤0.01% | 3833 |
|
|
2016
Q2 | $1.65M | Buy |
129,070
+58,465
| +83% | +$747K | ﹤0.01% | 2542 |
|
|
2016
Q1 | $1.01M | Buy |
70,605
+4,615
| +7% | +$65.9K | ﹤0.01% | 2678 |
|
|
2015
Q4 | $927K | Buy |
65,990
+13,130
| +25% | +$184K | ﹤0.01% | 2703 |
|
|
2015
Q3 | $687K | Sell |
52,860
-189,055
| -78% | -$2.46M | ﹤0.01% | 2831 |
|
|
2015
Q2 | $3.61M | Sell |
241,915
-337,315
| -58% | -$5.03M | ﹤0.01% | 2247 |
|
|
2015
Q1 | $8.15M | Buy |
579,230
+19,620
| +4% | +$276K | ﹤0.01% | 1840 |
|
|
2014
Q4 | $7M | Sell |
559,610
-169,640
| -23% | -$2.12M | ﹤0.01% | 1882 |
|
|
2014
Q3 | $10.1M | Buy |
729,250
+8,035
| +1% | +$111K | ﹤0.01% | 1665 |
|
|
2014
Q2 | $12M | Buy |
721,215
+27,260
| +4% | +$453K | ﹤0.01% | 1620 |
|
|
2014
Q1 | $9.78M | Sell |
693,955
-301,905
| -30% | -$4.26M | ﹤0.01% | 1703 |
|
|
2013
Q4 | $17.7M | Buy |
995,860
+55,215
| +6% | +$984K | 0.01% | 1316 |
|
|
2013
Q3 | $15.4M | Buy |
940,645
+36,605
| +4% | +$599K | ﹤0.01% | 1391 |
|
|
2013
Q2 | $12.4M | Buy |
+904,040
| New | +$12.4M | ﹤0.01% | 1440 |
|