Corient Private Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $983M | Buy |
3,385,459
+39,887
| +1% | +$11.6M | 1.04% | 14 |
|
|
2025
Q1 | $821M | Sell |
3,345,572
-181,391
| -5% | -$44.5M | 1.34% | 10 |
|
|
2024
Q4 | $839M | Sell |
3,526,963
-168,368
| -5% | -$40M | 1.39% | 11 |
|
|
2024
Q3 | $779M | Buy |
3,695,331
+92,341
| +3% | +$19.5M | 1.22% | 13 |
|
|
2024
Q2 | $729M | Sell |
3,602,990
-57,035
| -2% | -$11.5M | 1.27% | 9 |
|
|
2024
Q1 | $733M | Buy |
3,660,025
+127,571
| +4% | +$25.6M | 1.31% | 10 |
|
|
2023
Q4 | $601M | Buy |
3,532,454
+558,446
| +19% | +$95M | 1.11% | 10 |
|
|
2023
Q3 | $431M | Sell |
2,974,008
-36,144
| -1% | -$5.24M | 0.99% | 13 |
|
|
2023
Q2 | $438M | Buy |
3,010,152
+347,165
| +13% | +$50.5M | 1.01% | 12 |
|
|
2023
Q1 | $347M | Buy |
2,662,987
+619,333
| +30% | +$80.7M | 0.93% | 18 |
|
|
2022
Q4 | $274M | Buy |
+2,043,654
| New | +$274M | 1% | 14 |
|