Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,085,969
+$5,951,279 QoQ
Shares Held
198,839
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#523
of 5,073 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. JPM ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
198,839 | $65,085,969 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
261,737 | $21,629,945 | |
| 3 | BAC |
Bank Of America Corp /De/
|
353,557 | $20,145,677 | |
| 4 | C |
Citigroup Inc
|
89,208 | $12,485,551 | |
| 5 | SAN |
Banco Santander, S.A.
|
682,907 | $9,424,116 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
87,615 | $8,331,310 | |
| 7 | UBS |
UBS Group AG
|
150,741 | $7,470,723 | |
| 8 | RY |
Royal Bank Of Canada
|
30,797 | $6,374,055 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,085,969 | 198,839 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,134,690 | 201,029 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $76,753,126 | 238,201 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $72,330,307 | 229,307 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $62,521,700 | 215,659 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $49,581,262 | 202,125 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $47,392,105 | 197,706 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $41,674,792 | 197,642 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $40,237,402 | 198,939 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $43,349,927 | 216,425 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $38,190,341 | 224,517 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $34,964,176 | 241,099 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $37,802,473 | 259,918 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $26,441,703 | 197,179 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $21,474,332 | 205,496 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $22,078,203 | 196,059 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $27,995,220 | 205,364 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,190,912 | 222,235 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $30,354,346 | 185,438 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $28,847,537 | 185,467 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $27,325,893 | 179,504 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,844,108 | 101,079 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,683,134 | 121,358 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $1,932,180 | 20,542 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $811,350 | 9,012 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||