Back to Corient Private Wealth LP Corient Private Wealth LP

JPMJPM
Showing 8 of 15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in JPMORGAN CHASE & CO

Corient Private Wealth LP holds 3.1M shares of JPM (JPMORGAN CHASE & CO), worth $1B as of 2026-Q2. The position was decreased (-1.7% shares). JPM represents 1.4% of Corient Private Wealth LP's portfolio.

Current Value

$1B

Current Shares

3.1M

Total Value Change

+$236.6M

Total Shares Change

-592,142

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.1M
-1.7%
$1B1.4%$325.86
0
2026-Q1
Decreased
3.2M
-9.4%
$928.3M1.3%$289.90
0
2025-Q4
Increased
3.5M
+9.1%
$1.1B1.5%$316.13
55
2025-Q3
Decreased
3.2M
-5.7%
$1B1.6%$309.51
0
2025-Q2
Increased
3.4M
+1.2%
$981.8M1.3%$283.10
51
2025-Q1
Decreased
3.3M
-5.1%
$820.7M1.3%$238.07
0
2024-Q4
Decreased
3.5M
-4.6%
$838.5M1.4%$231.45
0
2024-Q3
Increased
3.7M
+2.6%
$779.2M1.2%$202.36
51

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used