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Orion Capital Management’s JPMorgan Chase JPM Stock Holding History

Orion Capital Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Hold
8,024
– – 0.81% 25
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 0.87% 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 0.9% 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 0.91% 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 0.96% 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 0.88% 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
– – 1.01% 26
2020
Q4 		$1.21M Buy
+9,520
New +$1.06M 0.9% 30

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Orion Capital Management's JPM Position: Q2 2026 in Review

Orion Capital Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 8,024 shares worth $2.63M. The position accounts for 0.81% of the portfolio, ranked #25.

Orion Capital Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.65M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Orion Capital Management held 8,024 shares of JPMorgan Chase worth $2.63M as of Q2 2026.
  • Orion Capital Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.81% of Orion Capital Management's portfolio in Q2 2026, its #25 holding.
  • Orion Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Orion Capital Management's JPMorgan Chase position peaked at $2.65M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.