Position history for Orion Porfolio Solutions, LLC's holdings in JPMORGAN CHASE & CO
Orion Porfolio Solutions, LLC holds 238,201 shares of JPM (JPMORGAN CHASE & CO), worth $76.8M as of 2025-Q4. The position was increased (++3.9% shares). JPM represents 0.6% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$76.8M
Current Shares
238,201
Total Value Change
+$36.5M
Total Shares Change
+39,262
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 238,201 |
+3.9% |
| $76.8M |
| 0.6% |
| $321.97 |
44 |
| 2025-Q3 | Increased | 229,307 | +6.3% | $72.3M | 0.6% | $312.75 | 45 |
| 2025-Q2 | Increased | 215,659 | +6.7% | $62.5M | 0.5% | $283.07 | 44 |
| 2025-Q1 | Increased | 202,125 | +2.2% | $49.6M | 0.5% | $237.97 | 36 |
| 2024-Q4 | Increased | 197,706 | +0.0% | $47.4M | 0.5% | $233.31 | 35 |
| 2024-Q3 | Decreased | 197,642 | -0.7% | $41.7M | 0.4% | $203.96 | 0 |
| 2024-Q2 | Decreased | 198,939 | -8.1% | $40.2M | 0.4% | $194.90 | 0 |