OCM
JPM icon

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
2023
Q3 		– Sell
-100
Closed -$14.5K – 505
2023
Q2 		$14.5K Buy
+100
New +$13.8K 0.01% 140
2023
Q1 		– Sell
-100
Closed -$13.4K – 461
2022
Q4 		$13.4K Buy
+100
New +$12.7K 0.01% 301

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Orion Capital Management's JPM Position: Q1 2026 in Review

Orion Capital Management reduced its JPMorgan Chase (JPM) stake by 0.62% in Q1 2026, selling an estimated $15.2K and leaving 8,024 shares worth $2.36M. The position accounts for 0.81% of the portfolio, ranked #24.

Orion Capital Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Orion Capital Management held 8,024 shares of JPMorgan Chase worth $2.36M as of Q1 2026.
  • Orion Capital Management sold 50 JPMorgan Chase shares in Q1 2026, an estimated $15.2K.
  • JPMorgan Chase made up 0.81% of Orion Capital Management's portfolio in Q1 2026, its #24 holding.
  • Orion Capital Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's JPMorgan Chase position peaked at $2.65M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.