SEC 13F Intelligence

Orange Investment Advisors, Inc. / JPM

Orange Investment Advisors, Inc.’s Jpmorgan Chase & Co Position

Does Orange Investment Advisors, Inc. own Jpmorgan Chase & Co (JPM)? Yes — 45.4K shares worth $13M (+1.73% of its 13F portfolio) as of Q1 2026, down from 53.2K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
45.4K
% of Portfolio
+1.73%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $9MQ2 ’19: $10MQ3 ’19: $10MQ4 ’19: $12MQ4 ’19Q1 ’20: $8MQ2 ’20: $8MQ3 ’20: $9MQ4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $13MQ4 ’21Q1 ’22: $11MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $13MQ3 ’23: $13MQ4 ’23: $14MQ4 ’23Q1 ’24: $18MQ2 ’24: $15MQ3 ’24: $16MQ4 ’24: $17MQ4 ’24Q1 ’25: $17MQ2 ’25: $18MQ3 ’25: $19MQ4 ’25: $17MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.4K$13M+1.73%
Q4 202553.2K$17M+1.89%
Q3 202561.5K$19M+2.02%
Q2 202563.5K$18M+2.02%
Q1 202569.6K$17M+2.04%
Q4 202472.5K$17M+1.97%
Q3 202477.8K$16M+1.81%
Q2 202489.5K$15M+2.00%
Q1 202488.3K$18M+2.12%
Q4 202383.1K$14M+1.96%
Q3 202386.8K$13M+1.77%
Q2 202386.5K$13M+1.70%
Q1 202384.3K$11M+1.54%
Q4 202282.4K$11M+1.67%
Q3 202283.4K$9M+1.40%
Q2 202275.9K$9M+1.33%
Q1 202279.0K$11M+1.45%
Q4 202182.0K$13M+2.03%
Q3 202182.5K$14M+2.32%
Q2 202183.2K$13M+2.25%
Q1 202186.9K$13M+2.36%
Q4 202089.2K$11M+2.16%
Q3 202088.8K$9M+1.84%
Q2 202089.8K$8M+1.97%
Q1 202086.8K$8M+2.16%
Q4 201988.7K$12M+2.64%
Q3 201987.9K$10M+2.40%
Q2 201987.6K$10M+2.27%
Q1 201989.3K$9M+2.19%
Q4 2018108.7K$11M+2.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orange Investment Advisors, Inc.’s full portfolio or all institutional holders of JPM.