Ownership history in Corient Private Wealth LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,000 | -9,506,745 | -99.9% | 0.00% | $3.2M | $320.77 |
| 2025 Q4 | ADDED | 9,516,745 | +6,322,131 | +197.9% | 1.38% | $1.03B | $320.77 |
| 2025 Q3 | REDUCED | 3,194,614 | -190,845 | -5.6% | 1.58% | $1.00B | $312.49 |
| 2025 Q2 | ADDED | 3,385,459 | +39,887 | +1.2% | 1.04% | $983.5M | $285.83 |
| 2025 Q1 | REDUCED | 3,345,572 | -181,391 | -5.1% | 1.34% | $820.7M | $240.37 |
| 2024 Q4 | REDUCED | 3,526,963 | -168,368 | -4.6% | 1.39% | $838.5M | $233.69 |
| 2024 Q3 | ADDED | 3,695,331 | +92,341 | +2.6% | 1.22% | $779.2M | $204.31 |
| 2024 Q2 | REDUCED | 3,602,990 | -57,035 | -1.6% | 1.27% | $728.8M | $194.90 |
| 2024 Q1 | ADDED | 3,660,025 | +127,571 | +3.6% | 1.31% | $733.1M | $191.89 |
| 2023 Q4 | ADDED | 3,532,454 | +558,446 | +18.8% | 1.11% | $600.9M | $161.96 |
As of 2025 Q4 — sorted by position size