Orion Porfolio Solutions, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1360533 OMAHA, NE

Position in JPM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$59,134,690

-$17,618,436 QoQ

Shares Held

201,029

-15.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 49.555536763352556.ToString("F0")% Shared 0.ToString("F0")% None 50.44446323664745.ToString("F0")%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $164,087,301 across 18 Banks - Diversified names. JPM ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	201,029	$59,134,690
2	WFC	Wells Fargo & Company/Mn	259,566	$20,664,048
3	BAC	Bank Of America Corp /De/	319,930	$15,596,586
4	C	Citigroup Inc	93,920	$10,651,467
5	HSBC	Hsbc Holdings PLC	102,919	$8,489,787
6	SAN	Banco Santander, S.A.	680,036	$7,670,805
7	MUFG	Mitsubishi Ufj Financial Group Inc	333,543	$5,660,224
8	BCS	Barclays PLC	224,566	$4,751,816

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$59,134,690	201,029	-15.6%	Shares	Sole	2026-05-13
2025-12-31	$76,753,126	238,201	+3.9%	Shares	Sole	2026-02-12
2025-09-30	$72,330,307	229,307	+6.3%	Shares	Sole	2025-11-12
2025-06-30	$62,521,700	215,659	+6.7%	Shares	Sole	2025-08-27
2025-03-31	$49,581,262	202,125	+2.2%	Shares	Sole	2025-08-01
2024-12-31	$47,392,105	197,706	+0.0%	Shares	Sole	2025-08-01
2024-09-30	$41,674,792	197,642	-0.7%	Shares	Sole	2025-07-31
2024-06-30	$40,237,402	198,939	-8.1%	Shares	Sole	2025-07-31
2024-03-31	$43,349,927	216,425	-3.6%	Shares	Sole	2025-07-31
2023-12-31	$38,190,341	224,517	-6.9%	Shares	Sole	2025-07-31
2023-09-30	$34,964,176	241,099	-7.2%	Shares	Sole	2025-07-31
2023-06-30	$37,802,473	259,918	+31.8%	Shares	Sole	2025-07-31
2022-12-31	$26,441,703	197,179	-4.0%	Shares	Sole	2023-02-06
2022-09-30	$21,474,332	205,496	+4.8%	Shares	Sole	2022-11-01
2022-06-30	$22,078,203	196,059	-4.5%	Shares	Sole	2022-07-18
2022-03-31	$27,995,220	205,364	-7.6%	Shares	Sole	2022-05-16
2021-12-31	$35,190,912	222,235	+19.8%	Shares	Sole	2022-02-08
2021-09-30	$30,354,346	185,438	-0.0%	Shares	Sole	2021-11-08
2021-06-30	$28,847,537	185,467	+3.3%	Shares	Sole	2021-08-03
2021-03-31	$27,325,893	179,504	+77.6%	Shares	Sole	2021-05-12
2020-12-31	$12,844,108	101,079	-16.7%	Shares	Sole	2021-02-16
2020-09-30	$11,683,134	121,358	+490.8%	Shares	Sole	2020-12-03
2020-06-30	$1,932,180	20,542	+127.9%	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.