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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$580K Hold
2,000
– – 0.34% 93
2025
Q1 		$491K Buy
+2,000
New +$491K 0.35% 108