Ownership history in Corient Private Wealth LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Corient Private Wealth LLC outperformed the S&P 500 by +15.5% annually on this JPM position. Timing score: 58% (7/12 decisions correct). Average cost basis: $293.78. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 15.5% per year on this position.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 12 add/trim decisions correct
Best entry: $121.37 (2023 Q1) Β· Worst: $320.77 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 6 trims. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.38% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size