Orion Capital Management LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1846758 CORONADO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$2,626,495

+$266,156 QoQ

Shares Held

8,024

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.18%

of 13F equity value

Holder Rank

#2,720

of 5,058 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Financial Services · as of Jun 30, 2026

Orion Capital Management LLC holds $4,075,907 across 5 Banks - Diversified names. JPM ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	8,024	$2,626,495
2	BAC	Bank Of America Corp /De/	18,136	$1,033,389
3	WFC	Wells Fargo & Company/Mn	2,867	$236,928
4	C	Citigroup Inc	887	$124,144
5	BNY	Bank of New York Mellon Corp	380	$54,951

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,626,495	8,024	0.0%	Shares	Sole	2026-08-18
2026-03-31	$2,360,339	8,024	-0.6%	Shares	Sole	2026-05-14
2025-12-31	$2,601,604	8,074	-3.8%	Shares	Sole	2026-02-03
2025-09-30	$2,647,719	8,394	-1.2%	Shares	Sole	2025-10-31
2025-06-30	$2,462,495	8,494	0.0%	Shares	Sole	2025-07-31
2025-03-31	$2,083,578	8,494	-3.4%	Shares	Sole	2025-05-14
2024-12-31	$2,108,009	8,794	-0.6%	Shares	Sole	2025-02-18
2024-09-30	$1,864,845	8,844	-4.0%	Shares	Sole	2024-11-18
2024-06-30	$1,863,623	9,214	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$1,895,639	9,464	-3.3%	Shares	Sole	2024-05-10
2023-12-31	$1,665,108	9,789	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$1,408,724	9,714	-12.0%	Shares	Sole	2023-11-16
2023-06-30	$1,606,239	11,044	-0.1%	Shares	Sole	2023-08-08
2023-03-31	$1,439,925	11,050	-4.3%	Shares	Sole	2023-05-10
2022-12-31	$1,548,452	11,547	0.0%	Shares	Sole	2023-01-23
2022-09-30	$1,206,661	11,547	+4.0%	Shares	Sole	2022-10-27
2022-06-30	$1,249,971	11,100	+3.3%	Shares	Sole	2022-07-22
2022-03-31	$1,465,440	10,750	+2.3%	Shares	Sole	2022-05-11
2021-12-31	$1,664,258	10,510	+11.9%	Shares	Sole	2022-02-07
2021-09-30	$1,537,049	9,390	-1.4%	Shares	Sole	2021-10-25
2021-06-30	$1,480,740	9,520	0.0%	Shares	Sole	2021-08-09
2021-03-31	$1,449,229	9,520	0.0%	Shares	Sole	2021-05-14
2020-12-31	$1,209,706	9,520	—	Shares	Sole	2021-02-23
No filing history on record for this holder in this stock.