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Corient IA’s JPMorgan Chase JPM Stock Holding History

Corient IA’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Sell
1,780
-220
-11% -$66.8K 0.49% 45
2025
Q4 		$644K Hold
2,000
– – 0.61% 39
2025
Q3 		$631K Hold
2,000
– – 0.47% 61
2025
Q2 		$580K Hold
2,000
– – 0.34% 93
2025
Q1 		$491K Buy
+2,000
New +$510K 0.35% 108

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Corient IA's JPM Position: Q1 2026 in Review

Corient IA reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $66.8K and leaving 1,780 shares worth $524K. The position accounts for 0.49% of the portfolio, ranked #45.

Corient IA first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $644K in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Corient IA held 1,780 shares of JPMorgan Chase worth $524K as of Q1 2026.
  • Corient IA sold 220 JPMorgan Chase shares in Q1 2026, an estimated $66.8K.
  • JPMorgan Chase made up 0.49% of Corient IA's portfolio in Q1 2026, its #45 holding.
  • Corient IA first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's JPMorgan Chase position peaked at $644K in Q4 2025.
  • 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.