Orion Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.36M | Sell |
8,024
-50
| -0.6% | -$15.2K | 0.81% | 24 |
|
|
2025
Q4 | $2.6M | Sell |
8,074
-320
| -4% | -$99.1K | 0.88% | 22 |
|
|
2025
Q3 | $2.65M | Sell |
8,394
-100
| -1% | -$29.7K | 0.92% | 21 |
|
|
2025
Q2 | $2.46M | Hold |
8,494
| – | – | 0.94% | 21 |
|
|
2025
Q1 | $2.08M | Sell |
8,494
-300
| -3% | -$76.5K | 0.88% | 22 |
|
|
2024
Q4 | $2.11M | Sell |
8,794
-50
| -0.6% | -$11.6K | 0.93% | 23 |
|
|
2024
Q3 | $1.86M | Sell |
8,844
-370
| -4% | -$77.9K | 0.91% | 23 |
|
|
2024
Q2 | $1.86M | Sell |
9,214
-250
| -3% | -$48.9K | 0.98% | 22 |
|
|
2024
Q1 | $1.9M | Sell |
9,464
-325
| -3% | -$58.6K | 1.01% | 23 |
|
|
2023
Q4 | $1.67M | Buy |
9,789
+75
| +0.8% | +$11.4K | 0.98% | 23 |
|
|
2023
Q3 | $1.41M | Sell |
9,714
-1,330
| -12% | -$199K | 0.92% | 23 |
|
|
2023
Q2 | $1.61M | Sell |
11,044
-6
| -0.1% | -$825 | 1.06% | 22 |
|
|
2023
Q1 | $1.44M | Sell |
11,050
-497
| -4% | -$68.1K | 0.97% | 23 |
|
|
2022
Q4 | $1.55M | Hold |
11,547
| – | – | 1.14% | 20 |
|
|
2022
Q3 | $1.21M | Buy |
11,547
+447
| +4% | +$51.3K | 0.97% | 23 |
|
|
2022
Q2 | $1.25M | Buy |
11,100
+350
| +3% | +$43.4K | 0.97% | 27 |
|
|
2022
Q1 | $1.47M | Buy |
10,750
+240
| +2% | +$35.4K | 0.89% | 28 |
|
|
2021
Q4 | $1.66M | Buy |
10,510
+1,120
| +12% | +$184K | 0.95% | 26 |
|
|
2021
Q3 | $1.54M | Sell |
9,390
-130
| -1% | -$20.4K | 0.93% | 30 |
|
|
2021
Q2 | $1.48M | Hold |
9,520
| – | – | 0.92% | 28 |
|
|
2021
Q1 | $1.45M | Hold |
9,520
| – | – | 1.02% | 26 |
|
|
2020
Q4 | $1.21M | Buy |
+9,520
| New | +$1.06M | 0.9% | 30 |
|
Other funds holding JPM
VCM
VPM
