Orion Portfolio Solutions’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
Q1 | $49.6M | Buy |
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|
2024
Q4 | $47.4M | Buy |
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|
2024
Q3 | $41.7M | Sell |
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|
2024
Q2 | $40.2M | Sell |
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|
2024
Q1 | $43.3M | Sell |
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|
2023
Q4 | $38.6M | Sell |
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|
2023
Q3 | $35M | Sell |
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|
2023
Q2 | $37.8M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.86M | Buy |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $4.36M | Buy |
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|
2021
Q3 | $4.15M | Buy |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $3.3M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $1.65M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.58M | Buy |
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