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Position history for OPOrion Porfolio Solutions, LLC's holdings in JPMORGAN CHASE & CO

Orion Porfolio Solutions, LLC holds 198,839 shares of JPM (JPMORGAN CHASE & CO), worth $65.1M as of 2026-Q2. The position was decreased (-1.1% shares). JPM represents 0.5% of Orion Porfolio Solutions, LLC's portfolio.

Current Value

$65.1M

Current Shares

198,839

Total Value Change

+$23.4M

Total Shares Change

+1,197

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
198,839
-1.1%
$65.1M0.5%$325.86
0
2026-Q1
Decreased
201,029
-15.6%
$59.1M0.5%$300.26
0
2025-Q4
Increased
238,201
+3.9%
$76.8M0.6%$321.97
44
2025-Q3
Increased
229,307
+6.3%
$72.3M0.6%$312.75
45
2025-Q2
Increased
215,659
+6.7%
$62.5M0.5%$283.07
44
2025-Q1
Increased
202,125
+2.2%
$49.6M0.5%$237.97
36
2024-Q4
Increased
197,706
+0.0%
$47.4M0.5%$233.31
35
2024-Q3
Decreased
197,642
-0.7%
$41.7M0.4%$203.96
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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