OPS
Orion Portfolio Solutions’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $49.6M | Buy |
202,125
+4,419
| +2% | +$1.08M | 0.49% | 30 |
|
|
2024
Q4 | $47.4M | Buy |
197,706
+64
| +0% | +$15.3K | 0.47% | 35 |
|
|
2024
Q3 | $41.7M | Sell |
197,642
-1,297
| -0.7% | -$273K | 0.42% | 37 |
|
|
2024
Q2 | $40.2M | Sell |
198,939
-17,486
| -8% | -$3.54M | 0.42% | 36 |
|
|
2024
Q1 | $43.3M | Sell |
216,425
-8,092
| -4% | -$1.62M | 0.46% | 31 |
|
|
2023
Q4 | $38.6M | Sell |
224,517
-16,582
| -7% | -$2.85M | 0.45% | 34 |
|
|
2023
Q3 | $35M | Sell |
241,099
-18,819
| -7% | -$2.73M | 0.42% | 38 |
|
|
2023
Q2 | $37.8M | Buy |
+259,918
| New | +$37.8M | 0.4% | 37 |
|
|
2023
Q1 | – | Sell |
-51,160
| Closed | -$6.86M | – | 1587 |
|
|
2022
Q4 | $6.86M | Buy |
51,160
+12,244
| +31% | +$1.64M | 0.24% | 73 |
|
|
2022
Q3 | $4.07M | Buy |
38,916
+9,988
| +35% | +$1.04M | 0.16% | 97 |
|
|
2022
Q2 | $3.26M | Buy |
28,928
+2,120
| +8% | +$239K | 0.13% | 109 |
|
|
2022
Q1 | $3.66M | Sell |
26,808
-747
| -3% | -$102K | 0.13% | 104 |
|
|
2021
Q4 | $4.36M | Buy |
27,555
+2,202
| +9% | +$349K | 0.15% | 98 |
|
|
2021
Q3 | $4.15M | Buy |
25,353
+388
| +2% | +$63.5K | 0.15% | 94 |
|
|
2021
Q2 | $3.88M | Buy |
24,965
+3,280
| +15% | +$510K | 0.15% | 88 |
|
|
2021
Q1 | $3.3M | Buy |
21,685
+1,818
| +9% | +$277K | 0.14% | 95 |
|
|
2020
Q4 | $2.52M | Buy |
19,867
+2,708
| +16% | +$344K | 0.12% | 115 |
|
|
2020
Q3 | $1.65M | Buy |
17,159
+1,357
| +9% | +$131K | 0.09% | 130 |
|
|
2020
Q2 | $1.49M | Buy |
15,802
+2,476
| +19% | +$233K | 0.08% | 122 |
|
|
2020
Q1 | $1.2M | Sell |
13,326
-5,206
| -28% | -$469K | 0.08% | 117 |
|
|
2019
Q4 | $2.58M | Buy |
+18,532
| New | +$2.58M | 0.2% | 77 |
|