Position history for Corient Private Wealth LLC's holdings in JPMORGAN CHASE & CO
Corient Private Wealth LLC holds 3.2M shares of JPM (JPMORGAN CHASE & CO), worth $928.3M as of 2026-Q1. The position was decreased (-66.8% shares). JPM represents 1.3% of Corient Private Wealth LLC's portfolio.
Current Value
$928.3M
Current Shares
3.2M
Total Value Change
+$199.5M
Total Shares Change
-446,429
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 3.2M |
-66.8% |
| $928.3M |
| 1.3% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 9.5M | +197.9% | $1B | 1.4% | $321.97 | 81 |
| 2025-Q3 | Decreased | 3.2M | -5.6% | $1B | 1.6% | $312.75 | 0 |
| 2025-Q2 | Increased | 3.4M | +1.2% | $983.5M | 1.0% | $283.07 | 51 |
| 2025-Q1 | Decreased | 3.3M | -5.1% | $820.7M | 1.3% | $237.97 | 0 |
| 2024-Q4 | Decreased | 3.5M | -4.6% | $838.5M | 1.4% | $233.31 | 0 |
| 2024-Q3 | Increased | 3.7M | +2.6% | $779.2M | 1.2% | $203.96 | 51 |
| 2024-Q2 | Decreased | 3.6M | -1.6% | $728.8M | 1.3% | $194.90 | 0 |