JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 943442
As of 2026-06-30, Orange Investment Advisors, Inc. reported 43.07K JPM (shares), valued at $14.10M, or 1.71% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 5.06%; reported value increased 5.65%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.71% | 43,067 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 1.73% | 45,361 | SEC filing ↗Filed Apr 22, 2026Amended |
| Q4 2025 | 1.89% | 53,160 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 2.02% | 61,497 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 2.02% | 63,513 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 2.04% | 69,570 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 1.97% | 72,508 | SEC filing ↗Filed Jan 10, 2025 |
| Q3 2024 | 1.81% | 77,752 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 2.00% | 89,519 | SEC filing ↗Filed Jul 2, 2024 |
| Q1 2024 | 2.12% | 88,347 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 1.96% | 83,089 | SEC filing ↗Filed Jan 12, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.96% | 83,089 | $14.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 2.12% | 88,347 | $17.70M | Shares increased 6.33%; reported value increased 23.81%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 2.00% | 89,519 | $15.40M | Shares increased 1.33%; reported value decreased 12.98%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 2, 2024 |
| Q3 2024 | 1.81% | 77,752 | $16.39M | Shares decreased 13.14%; reported value increased 6.47%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 1.97% | 72,508 | $17.38M | Shares decreased 6.74%; reported value increased 6.01%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2025 |
| Q1 2025 | 2.04% | 69,570 | $17.07M | Shares decreased 4.05%; reported value decreased 1.81%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 2.02% | 63,513 | $18.41M | Shares decreased 8.71%; reported value increased 7.90%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 2.02% | 61,497 | $19.40M | Shares decreased 3.17%; reported value increased 5.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 1.89% | 53,160 | $17.13M | Shares decreased 13.56%; reported value decreased 11.70%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 1.73% | 45,361 | $13.34M | Shares decreased 14.67%; reported value decreased 22.10%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 1.71% | 43,067 | $14.10M | Shares decreased 5.06%; reported value increased 5.65%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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