Corient Private Wealth
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Corient Private Wealth’s JPMorgan Chase JPM Stock Holding History

Corient Private Wealth’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 		$1.02B Sell
3,103,189
-53,372
-2% -$16.6M 1.41% 12
2026
Q1 		$928M Sell
3,156,561
-328,266
-9% -$99.6M 1.33% 12
2025
Q4 		$1.12B Buy
3,484,827
+290,213
+9% +$89.9M 1.53% 11
2025
Q3 		$1B Sell
3,194,614
-192,047
-6% -$57.1M 1.58% 11
2025
Q2 		$982M Buy
3,386,661
+41,089
+1% +$10.5M 1.31% 12
2025
Q1 		$821M Sell
3,345,572
-181,391
-5% -$46.2M 1.34% 10
2024
Q4 		$839M Sell
3,526,963
-168,368
-5% -$39.2M 1.39% 11
2024
Q3 		$779M Buy
3,695,331
+92,341
+3% +$19.4M 1.22% 13
2024
Q2 		$729M Sell
3,602,990
-57,035
-2% -$11.2M 1.27% 9
2024
Q1 		$733M Buy
3,660,025
+127,571
+4% +$23M 1.31% 10
2023
Q4 		$601M Buy
3,532,454
+558,446
+19% +$84.6M 1.11% 10
2023
Q3 		$431M Sell
2,974,008
-36,144
-1% -$5.42M 0.99% 13
2023
Q2 		$438M Buy
3,010,152
+347,165
+13% +$47.7M 1.01% 12
2023
Q1 		$347M Buy
2,662,987
+619,333
+30% +$84.9M 0.93% 18
2022
Q4 		$274M Buy
+2,043,654
New +$259M 1% 14

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 $3.37T AUM 44.26% 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 Private Wealth's JPM Position: Q2 2026 in Review

Corient Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $16.6M and leaving 3,103,189 shares worth $1.02B. The position accounts for 1.41% of the portfolio, ranked #12.

Corient Private Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12B in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Corient Private Wealth held 3,103,189 shares of JPMorgan Chase worth $1.02B as of Q2 2026.
  • Corient Private Wealth sold 53,372 JPMorgan Chase shares in Q2 2026, an estimated $16.6M.
  • JPMorgan Chase made up 1.41% of Corient Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Corient Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's JPMorgan Chase position peaked at $1.12B in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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