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Disclosery

Corient Capital Partners, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Capital Partners, LLC on JPM, newest first. How the timeline and the estimate are built.

Corient Capital Partners, LLC held 94,796 JPM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 94,796 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $10,675,000.

    13F-HR 0001951757-22-000013 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 94,796 shares
    Change vs previous 13F -9,666 shares

    0.81% of the 13F portfolio, value $10,675,000.

    13F-HR 0001688519-22-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 104,462 shares
    Change vs previous 13F -913 shares

    0.94% of the 13F portfolio, value $14,240,000.

    13F-HR 0001688519-22-000002 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-12-31
    13F 105,375 shares
    Change vs previous 13F -126 shares

    1.11% of the 13F portfolio, value $16,686,000.

    13F-HR 0001688519-22-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-09-30
    13F 105,501 shares
    Change vs previous 13F +4,583 shares

    1.26% of the 13F portfolio, value $17,270,000.

    13F-HR 0001688519-21-000005 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-06-30
    13F 100,918 shares
    Change vs previous 13F +4,231 shares

    1.15% of the 13F portfolio, value $15,697,000.

    13F-HR 0001688519-21-000004 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-03-31
    13F 96,687 shares
    Change vs previous 13F +2,503 shares

    1.26% of the 13F portfolio, value $14,719,000.

    13F-HR 0001688519-21-000003 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-12-31
    13F 94,184 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $11,968,000.

    13F-HR 0001688519-21-000001 filed by Corient Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).