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Orion Porfolio Solutions, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on JPM, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 198,839 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,839 shares
    Change vs previous 13F -2,190 shares

    0.5% of the 13F portfolio, value $65,086,215.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 201,029 shares
    Change vs previous 13F -37,172 shares

    0.5% of the 13F portfolio, value $59,134,753.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 238,201 shares
    Change vs previous 13F +8,894 shares

    0.56% of the 13F portfolio, value $76,753,207.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 229,307 shares
    Change vs previous 13F +13,648 shares

    0.56% of the 13F portfolio, value $72,330,134.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 215,659 shares
    Change vs previous 13F +13,534 shares

    0.53% of the 13F portfolio, value $62,521,773.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 202,125 shares
    Change vs previous 13F +4,419 shares

    0.49% of the 13F portfolio, value $49,581,364.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 197,706 shares
    Change vs previous 13F +64 shares

    0.47% of the 13F portfolio, value $47,392,113.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 197,642 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $41,674,911.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).