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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.65M | Sell |
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|
2025
Q2 | $2.46M | Hold |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $1.9M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $1.55M | Hold |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.54M | Sell |
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|
2021
Q2 | $1.48M | Hold |
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|
2021
Q1 | $1.45M | Hold |
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|
2020
Q4 | $1.21M | Buy |
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