Position history for Orion Porfolio Solutions, LLC's holdings in JPMORGAN CHASE & CO
Orion Porfolio Solutions, LLC holds 201,029 shares of JPM (JPMORGAN CHASE & CO), worth $59.1M as of 2026-Q1. The position was decreased (-15.6% shares). JPM represents 0.5% of Orion Porfolio Solutions, LLC's portfolio.
Current Value
$59.1M
Current Shares
201,029
Total Value Change
+$18.9M
Total Shares Change
+2,090
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 201,029 |
-15.6% |
| $59.1M |
| 0.5% |
| $300.26 |
0 |
| 2025-Q4 | 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 |