Corient Private Wealth
JPM icon

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
Q1 		$928M Sell
3,156,561
-9,845,011
-76% -$2.99B 1.33% 12
2025
Q4 		$2.16B Buy
13,001,572
+9,806,958
+307% +$3.04B 1.45% 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 $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 Private Wealth's JPM Position: Q1 2026 in Review

Corient Private Wealth reduced its JPMorgan Chase (JPM) stake by 76% in Q1 2026, selling an estimated $2.99B and leaving 3,156,561 shares worth $928M. The position accounts for 1.33% of the portfolio, ranked #12.

Corient Private Wealth first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.16B in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Corient Private Wealth held 3,156,561 shares of JPMorgan Chase worth $928M as of Q1 2026.
  • Corient Private Wealth sold 9,845,011 JPMorgan Chase shares in Q1 2026, an estimated $2.99B.
  • JPMorgan Chase made up 1.33% of Corient Private Wealth's portfolio in Q1 2026, its #12 holding.
  • Corient Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's JPMorgan Chase position peaked at $2.16B in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.