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Orion Portfolio Solutions, LLC: JPST position timeline

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

Orion Portfolio Solutions, LLC held 98,586 JPST shares at 2025-03-31 per its 13F-HR/A filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 98,586 shares
    Change vs previous 13F -9,881 shares

    0.05% of the 13F portfolio, value $4,991,425.

    13F-HR/A 0001580642-25-003122 filed by Orion Portfolio 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 ended2024-12-31
    13F 108,467 shares
    Change vs previous 13F +2,536 shares

    0.05% of the 13F portfolio, value $5,463,504.

    13F-HR 0001580642-25-000963 filed by Orion Portfolio 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 ended2024-09-30
    13F 105,931 shares
    Change vs previous 13F +13,857 shares

    0.05% of the 13F portfolio, value $5,374,917.

    13F-HR 0001580642-24-006993 filed by Orion Portfolio 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 ended2024-06-30
    13F 92,074 shares
    Change vs previous 13F +3,429 shares

    0.05% of the 13F portfolio, value $4,646,986.

    13F-HR 0001580642-24-004489 filed by Orion Portfolio 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 ended2024-03-31
    13F 88,645 shares
    Change vs previous 13F -34,333 shares

    0.05% of the 13F portfolio, value $4,472,144.

    13F-HR 0001580642-24-002627 filed by Orion Portfolio 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 ended2023-12-31
    13F 122,978 shares
    Change vs previous 13F -66,463 shares

    0.07% of the 13F portfolio, value $6,180,880.

    13F-HR 0001580642-24-000908 filed by Orion Portfolio 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 ended2023-09-30
    13F 189,441 shares
    Change vs previous 13F -14,035 shares

    0.11% of the 13F portfolio, value $9,506,166.

    13F-HR 0001580642-23-005895 filed by Orion Portfolio 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 ended2023-06-30
    13F/A 203,476 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,202,294.

    13F-HR/A 0001580642-23-004295 filed by Orion Portfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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