JPMorgan Chase & Co’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
586,943
-39,209
| -6% | -$411K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $8.1M | Sell |
626,152
-91,225
| -13% | -$1.18M | ﹤0.01% | 2338 |
|
|
2024
Q4 | $11.3M | Buy |
717,377
+110,911
| +18% | +$1.75M | ﹤0.01% | 2143 |
|
|
2024
Q3 | $10.8M | Buy |
606,466
+7,586
| +1% | +$135K | ﹤0.01% | 2108 |
|
|
2024
Q2 | $13.1M | Sell |
598,880
-106,215
| -15% | -$2.33M | ﹤0.01% | 1917 |
|
|
2024
Q1 | $16.6M | Sell |
705,095
-42,132
| -6% | -$991K | ﹤0.01% | 1802 |
|
|
2023
Q4 | $20.7M | Sell |
747,227
-75,704
| -9% | -$2.1M | ﹤0.01% | 1613 |
|
|
2023
Q3 | $17.5M | Buy |
822,931
+31,303
| +4% | +$666K | ﹤0.01% | 1599 |
|
|
2023
Q2 | $16.8M | Buy |
791,628
+121,160
| +18% | +$2.57M | ﹤0.01% | 1656 |
|
|
2023
Q1 | $17.5M | Buy |
670,468
+27,324
| +4% | +$713K | ﹤0.01% | 1583 |
|
|
2022
Q4 | $11.5M | Buy |
643,144
+240,087
| +60% | +$4.28M | ﹤0.01% | 1813 |
|
|
2022
Q3 | $5.38M | Buy |
403,057
+347,090
| +620% | +$4.63M | ﹤0.01% | 2295 |
|
|
2022
Q2 | $869K | Buy |
55,967
+6,248
| +13% | +$97K | ﹤0.01% | 3565 |
|
|
2022
Q1 | $794K | Sell |
49,719
-344,429
| -87% | -$5.5M | ﹤0.01% | 3749 |
|
|
2021
Q4 | $7.24M | Buy |
394,148
+11,621
| +3% | +$213K | ﹤0.01% | 2322 |
|
|
2021
Q3 | $6.97M | Sell |
382,527
-47,506
| -11% | -$866K | ﹤0.01% | 2343 |
|
|
2021
Q2 | $8.17M | Buy |
430,033
+151,487
| +54% | +$2.88M | ﹤0.01% | 2291 |
|
|
2021
Q1 | $5.49M | Sell |
278,546
-26,074
| -9% | -$514K | ﹤0.01% | 2574 |
|
|
2020
Q4 | $5.22M | Sell |
304,620
-38,453
| -11% | -$659K | ﹤0.01% | 2396 |
|
|
2020
Q3 | $4.34M | Sell |
343,073
-116,280
| -25% | -$1.47M | ﹤0.01% | 2313 |
|
|
2020
Q2 | $4.87M | Sell |
459,353
-26,530
| -5% | -$281K | ﹤0.01% | 2169 |
|
|
2020
Q1 | $3.63M | Buy |
485,883
+241,614
| +99% | +$1.8M | ﹤0.01% | 2220 |
|
|
2019
Q4 | $4.72M | Buy |
244,269
+45,120
| +23% | +$871K | ﹤0.01% | 2203 |
|
|
2019
Q3 | $3.33M | Buy |
199,149
+7,329
| +4% | +$122K | ﹤0.01% | 2443 |
|
|
2019
Q2 | $4.05M | Buy |
191,820
+72,548
| +61% | +$1.53M | ﹤0.01% | 2249 |
|
|
2019
Q1 | $2.27M | Sell |
119,272
-1,740
| -1% | -$33K | ﹤0.01% | 2571 |
|
|
2018
Q4 | $3.06M | Buy |
121,012
+66,928
| +124% | +$1.69M | ﹤0.01% | 2402 |
|
|
2018
Q3 | $1.74M | Sell |
54,084
-179,623
| -77% | -$5.77M | ﹤0.01% | 2858 |
|
|
2018
Q2 | $7.21M | Sell |
233,707
-49,890
| -18% | -$1.54M | ﹤0.01% | 2028 |
|
|
2018
Q1 | $7.69M | Sell |
283,597
-62,289
| -18% | -$1.69M | ﹤0.01% | 1929 |
|
|
2017
Q4 | $8.86M | Buy |
345,886
+97,264
| +39% | +$2.49M | ﹤0.01% | 1891 |
|
|
2017
Q3 | $5.52M | Buy |
248,622
+167,820
| +208% | +$3.73M | ﹤0.01% | 2126 |
|
|
2017
Q2 | $1.61M | Buy |
80,802
+10,364
| +15% | +$207K | ﹤0.01% | 2700 |
|
|
2017
Q1 | $1.44M | Sell |
70,438
-27,434
| -28% | -$562K | ﹤0.01% | 2751 |
|
|
2016
Q4 | $1.85M | Buy |
97,872
+8,861
| +10% | +$167K | ﹤0.01% | 2720 |
|
|
2016
Q3 | $1.67M | Sell |
89,011
-16,499
| -16% | -$309K | ﹤0.01% | 2554 |
|
|
2016
Q2 | $1.68M | Sell |
105,510
-10,369
| -9% | -$165K | ﹤0.01% | 2535 |
|
|
2016
Q1 | $1.64M | Buy |
+115,879
| New | +$1.64M | ﹤0.01% | 2457 |
|