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

Corient Private Wealth LP holds 3.7M shares of JPM (JPMORGAN CHASE & CO), worth $1.1B as of 2026-Q2. The position was increased (+18.8% shares). JPM represents 1.4% of Corient Private Wealth LP's portfolio.

Current Value

$1.1B

Current Shares

3.7M

Total Value Change

+$284.5M

Total Shares Change

+54,077

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.7M
+18.8%
$1.1B1.4%$325.86
59
2026-Q1
Decreased
3.2M
-75.7%
$928.3M1.3%$300.26
0
2025-Q4
Increased
13M
+307.0%
$2.2B1.5%$321.97
81
2025-Q3
Decreased
3.2M
-5.7%
$1B1.6%$312.75
0
2025-Q2
Increased
3.4M
+1.2%
$981.8M1.3%$283.07
51
2025-Q1
Decreased
3.3M
-5.1%
$820.7M1.3%$237.97
0
2024-Q4
Decreased
3.5M
-4.6%
$838.5M1.4%$233.31
0
2024-Q3
Increased
3.7M
+2.6%
$779.2M1.2%$203.96
51

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

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