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.
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |