Corient Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982M | Buy |
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|
2025
Q1 | $821M | Sell |
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|
2024
Q4 | $839M | Sell |
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|
2024
Q3 | $779M | Buy |
|
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|
2024
Q2 | $729M | Sell |
|
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|
2024
Q1 | $733M | Buy |
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|
2023
Q4 | $601M | Buy |
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|
2023
Q3 | $431M | Sell |
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|
2023
Q2 | $438M | Buy |
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|
2023
Q1 | $347M | Buy |
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|
2022
Q4 | $274M | Buy |
|