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JPM
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.2M
-66.8%
$928.3M1.3%$300.26
0
2025-Q4
Increased
9.5M
+197.9%
$1B1.4%$321.97
81
2025-Q3
Decreased
3.2M
-5.6%
$1B1.6%$312.75
0
2025-Q2
Increased
3.4M
+1.2%
$983.5M1.0%$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
2024-Q2
Decreased
3.6M
-1.6%
$728.8M1.3%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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