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Orion Portfolio Solutions’s JPMorgan Chase JPM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$49.6M Buy
202,125
+4,419
+2% +$1.13M 0.49% 30
2024
Q4 		$47.4M Buy
197,706
+64
+0% +$14.9K 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% -$3.42M 0.42% 36
2024
Q1 		$43.3M Sell
216,425
-8,092
-4% -$1.46M 0.46% 31
2023
Q4 		$38.6M Sell
224,517
-16,582
-7% -$2.51M 0.45% 34
2023
Q3 		$35M Sell
241,099
-18,819
-7% -$2.82M 0.42% 38
2023
Q2 		$37.8M Buy
+259,918
New +$35.7M 0.4% 37
2023
Q1 		– Sell
-51,160
Closed -$6.86M – 1586
2022
Q4 		$6.86M Buy
51,160
+12,244
+31% +$1.55M 0.24% 73
2022
Q3 		$4.07M Buy
38,916
+9,988
+35% +$1.15M 0.16% 97
2022
Q2 		$3.26M Buy
28,928
+2,120
+8% +$263K 0.13% 109
2022
Q1 		$3.65M Sell
26,808
-747
-3% -$110K 0.13% 104
2021
Q4 		$4.36M Buy
27,555
+2,202
+9% +$362K 0.15% 98
2021
Q3 		$4.15M Buy
25,353
+388
+2% +$60.8K 0.15% 94
2021
Q2 		$3.88M Buy
24,965
+3,280
+15% +$515K 0.15% 88
2021
Q1 		$3.3M Buy
21,685
+1,818
+9% +$262K 0.14% 95
2020
Q4 		$2.52M Buy
19,867
+2,708
+16% +$303K 0.12% 115
2020
Q3 		$1.65M Buy
17,159
+1,357
+9% +$133K 0.09% 130
2020
Q2 		$1.49M Buy
15,802
+2,476
+19% +$235K 0.08% 122
2020
Q1 		$1.2M Sell
13,326
-5,206
-28% -$632K 0.08% 117
2019
Q4 		$2.58M Buy
+18,532
New +$2.38M 0.2% 77

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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 Portfolio Solutions's JPM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its JPMorgan Chase (JPM) stake by 2.2% in Q1 2025, buying an estimated $1.13M and bringing the position to 202,125 shares worth $49.6M. The position accounts for 0.49% of the portfolio, ranked #30.

Orion Portfolio Solutions first reported a position in JPM in Q4 2019 and has held it in 21 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Orion Portfolio Solutions held 202,125 shares of JPMorgan Chase worth $49.6M as of Q1 2025.
  • Orion Portfolio Solutions bought 4,419 JPMorgan Chase shares in Q1 2025, an estimated $1.13M.
  • JPMorgan Chase made up 0.49% of Orion Portfolio Solutions's portfolio in Q1 2025, its #30 holding.
  • Orion Portfolio Solutions first reported a position in JPMorgan Chase in Q4 2019 and has held it in 21 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.