A detailed history of Orion Capital Management LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Orion Capital Management LLC holds 9,214 shares of JPM stock, worth $2.03 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
9,214
Previous 9,464 2.64%
Holding current value
$2.03 Million
Previous $1.9 Million 1.69%
% of portfolio
1.01%
Previous 1.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$180.08 - $204.79 $45,020 - $51,197
-250 Reduced 2.64%
9,214 $1.86 Million
Q1 2024

May 10, 2024

SELL
$167.09 - $200.3 $54,304 - $65,097
-325 Reduced 3.32%
9,464 $1.9 Million
Q4 2023

Feb 05, 2024

BUY
$135.69 - $170.3 $10,176 - $12,772
75 Added 0.77%
9,789 $1.67 Million
Q3 2023

Nov 15, 2023

SELL
$143.21 - $158.0 $190,469 - $210,140
-1,330 Reduced 12.04%
9,714 $1.41 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $764 - $872
-6 Reduced 0.05%
11,044 $1.61 Million
Q1 2023

May 09, 2023

SELL
$124.91 - $143.8 $62,080 - $71,468
-497 Reduced 4.3%
11,050 $1.44 Million
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $9,266 - $53,899
447 Added 4.03%
11,547 $1.21 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $39,413 - $47,568
350 Added 3.26%
11,100 $1.25 Million
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $30,792 - $40,425
240 Added 2.28%
10,750 $1.47 Million
Q4 2021

Feb 07, 2022

BUY
$153.94 - $171.78 $172,412 - $192,393
1,120 Added 11.93%
10,510 $1.66 Million
Q3 2021

Oct 25, 2021

SELL
$146.97 - $166.98 $19,106 - $21,707
-130 Reduced 1.37%
9,390 $1.54 Million
Q4 2020

Feb 23, 2021

BUY
$96.54 - $127.07 $919,060 - $1.21 Million
9,520 New
9,520 $1.21 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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