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JPMorgan Chase & Co. shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $42M 198k 210.86
2024-03-31 $43M 216k 200.30
2023-12-31 $39M 225k 172.02
2023-09-30 $35M 241k 145.02
2023-06-30 $38M 186k 202.93
2023-03-31 $1.9M 15k 130.31
2022-12-31 $6.9M 51k 134.10
2022-09-30 $4.1M 39k 104.51
2022-06-30 $3.3M 29k 112.62
2022-03-31 $3.7M 27k 136.34
2021-12-31 $4.4M 28k 158.34
2021-09-30 $4.1M 25k 163.69
2021-06-30 $3.9M 25k 155.54
2021-03-31 $3.3M 22k 152.23
2020-12-31 $2.5M 20k 127.04
2020-09-30 $1.7M 17k 96.28
2020-06-30 $1.2M 13k 90.05
2020-03-31 $1.2M 13k 90.05
2019-12-31 $2.6M 19k 139.38