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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
Q2 		$583K Hold
1,780
– – 0.54% 52
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Corient IA's JPM Position: Q2 2026 in Review

Corient IA held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,780 shares worth $583K. The position accounts for 0.54% of the portfolio, ranked #52.

Corient IA first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $644K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Corient IA held 1,780 shares of JPMorgan Chase worth $583K as of Q2 2026.
  • Corient IA left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.54% of Corient IA's portfolio in Q2 2026, its #52 holding.
  • Corient IA first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's JPMorgan Chase position peaked at $644K in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.