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Disclosery

Corient Private Wealth LP: JPM position timeline

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

Corient Private Wealth LP held 3,104,969 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,104,969 shares
    Change vs previous 13F -53,372 shares

    1.4% of the 13F portfolio, value $1,016,366,308.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,103,189 shares
    • Corient IA LP: 1,780 shares

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

  2. period ended2026-03-31
    13F 3,158,341 shares
    Change vs previous 13F -328,486 shares

    1.33% of the 13F portfolio, value $928,839,948.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,156,561 shares
    • Corient IA LP: 1,780 shares

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

  3. period ended2025-12-31
    13F/A 3,486,827 shares
    Change vs previous 13F +290,213 shares

    1.53% of the 13F portfolio, value $1,123,983,161.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,484,827 shares
    • Corient IA LP: 2,000 shares

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

  4. period ended2025-09-30
    13F 3,196,614 shares
    Change vs previous 13F -192,047 shares

    1.58% of the 13F portfolio, value $1,001,357,189.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,194,614 shares
    • Corient IA LP: 2,000 shares

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

  5. period ended2025-06-30
    13F/A 3,388,661 shares
    Change vs previous 13F +41,089 shares

    1.31% of the 13F portfolio, value $982,408,147.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,386,661 shares
    • Corient IA LP: 2,000 shares

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

  6. period ended2025-03-31
    13F 3,347,572 shares
    Change vs previous 13F -179,391 shares

    1.34% of the 13F portfolio, value $821,161,381.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 3,345,572 shares
    • Corient IA LP: 2,000 shares

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

  7. period ended2024-12-31
    13F 3,526,963 shares
    Change vs previous 13F -168,368 shares

    1.39% of the 13F portfolio, value $838,513,198.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,695,331 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $779,197,565.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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