Back to JPM-PM
Corient Private Wealth LP → JPM-PM
Corient Private Wealth LP JPM-PM Position History
JPM-PM
Quarters held
120
Latest value
$984.3M
Q2 2026
Peak value
$1.1B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37K |
| Q3 2025 | $679K |
| Q3 2025 | $8.2M |
| Q3 2025 | $17.9M |
| Q3 2025 | $2.9M |
| Q3 2025 | $19M |
| Q3 2025 | $8.3M |
| Q3 2025 | $2.7M |
| Q3 2025 | $5.4M |
| Q3 2025 | $709K |
| Q3 2025 | $1.3M |
| Q3 2025 | $611K |
| Q3 2025 | $5.4M |
| Q3 2025 | $63K |
| Q3 2025 | $199K |
| Q3 2025 | $573K |
| Q3 2025 | $28.8M |
| Q3 2025 | $971M |
| Q4 2025 | $711K |
| Q4 2025 | $7.5M |
| Q4 2025 | $556K |
| Q4 2025 | $373K |
| Q4 2025 | $822K |
| Q4 2025 | $273K |
| Q4 2025 | $5.3M |
| Q4 2025 | $2.2M |
| Q4 2025 | $8M |
| Q4 2025 | $37.4M |
| Q4 2025 | $520K |
| Q4 2025 | $7.7M |
| Q4 2025 | $586K |
| Q4 2025 | $208K |
| Q4 2025 | $33.3M |
| Q4 2025 | $21.6M |
| Q4 2025 | $45.5M |
| Q4 2025 | $2.2M |
| Q4 2025 | $992.8M |
| Q4 2025 | $29.3M |
| Q4 2025 | $794K |
| Q4 2025 | $3.2M |
| Q4 2025 | $11.6M |
| Q4 2025 | $64K |
| Q4 2025 | $5.3M |
| Q4 2025 | $8.5M |
| Q4 2025 | $794K |
| Q4 2025 | $373K |
| Q4 2025 | $2.7M |
| Q4 2025 | $33.8M |
| Q4 2025 | $8M |
| Q4 2025 | $7.9M |
| Q4 2025 | $37.4M |
| Q4 2025 | $1M |
| Q4 2025 | $23.7M |
| Q4 2025 | $45.5M |
| Q4 2025 | $634K |
| Q4 2025 | $1.1B |
| Q1 2026 | $26.4M |
| Q1 2026 | $901.9M |
| Q1 2026 | $1.7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $852K |
| Q1 2026 | $339K |
| Q1 2026 | $5.2M |
| Q1 2026 | $33.8M |
| Q1 2026 | $45.1M |
| Q1 2026 | $48.6M |
| Q1 2026 | $694K |
| Q1 2026 | $23.4M |
| Q1 2026 | $985K |
| Q1 2026 | $5.5M |
| Q2 2026 | $220K |
| Q2 2026 | $2M |
| Q2 2026 | $3.3M |
| Q2 2026 | $2.3M |
| Q2 2026 | $967K |
| Q2 2026 | $7.6M |
| Q2 2026 | $6.3M |
| Q2 2026 | $30.4M |
| Q2 2026 | $32.6M |
| Q2 2026 | $64.5M |
| Q2 2026 | $818K |
| Q2 2026 | $23.1M |
| Q2 2026 | $2.4M |
| Q2 2026 | $5.3M |
| Q2 2026 | $6.5M |
| Q2 2026 | $926K |
| Q2 2026 | $1.1B |
| Q2 2026 | $818K |
| Q2 2026 | $967K |
| Q2 2026 | $2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $2.4M |
| Q2 2026 | $3.3M |
| Q2 2026 | $5.3M |
| Q2 2026 | $6.3M |
| Q2 2026 | $7.6M |
| Q2 2026 | $23.1M |
| Q2 2026 | $30.4M |
| Q2 2026 | $32.6M |
| Q2 2026 | $64.5M |
| Q2 2026 | $500K |
| Q2 2026 | $926K |
| Q2 2026 | $1.1B |
| Q2 2026 | $230K |
| Q2 2026 | $63.1M |
| Q2 2026 | $22.9M |
| Q2 2026 | $30.4M |
| Q2 2026 | $32.1M |
| Q2 2026 | $5.8M |
| Q2 2026 | $967K |
| Q2 2026 | $2.4M |
| Q2 2026 | $7.4M |
| Q2 2026 | $818K |
| Q2 2026 | $3.3M |
| Q2 2026 | $2M |
| Q2 2026 | $5.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $31.5M |
| Q2 2026 | $984.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $984.3M | 3.01M | — | — |
| Q2 2026 | $31.5M | 96.2K | — | — |
| Q2 2026 | $2.1M | 21.0K | — | — |
| Q2 2026 | $5.3M | 53.6K | — | — |
| Q2 2026 | $2M | 25.4K | — | — |
| Q2 2026 | $3.3M | 43.2K | — | — |
| Q2 2026 | $818K | 11.3K | — | — |
| Q2 2026 | $7.4M | 117.3K | — | — |
| Q2 2026 | $2.4M | 38.8K | — | — |
| Q2 2026 | $967K | 16.2K | — | — |
| Q2 2026 | $5.8M | 102.6K | — | — |
| Q2 2026 | $32.1M | 630.1K | — | — |
| Q2 2026 | $30.4M | 599.9K | — | — |
| Q2 2026 | $22.9M | 452.4K | — | — |
| Q2 2026 | $63.1M | 1.34M | — | — |
| Q2 2026 | $230K | 55.3K | — | — |
| Q2 2026 | $1.1B | 3.23M | — | — |
| Q2 2026 | $926K | 2.8K | — | — |
| Q2 2026 | $500K | 500.0K | — | — |
| Q2 2026 | $64.5M | 1.37M | — | — |
| Q2 2026 | $32.6M | 639.4K | — | — |
| Q2 2026 | $30.4M | 599.9K | — | — |
| Q2 2026 | $23.1M | 455.9K | — | — |
| Q2 2026 | $7.6M | 120.7K | — | — |
| Q2 2026 | $6.3M | 112.2K | — | — |
| Q2 2026 | $5.3M | 53.6K | — | — |
| Q2 2026 | $3.3M | 43.2K | — | — |
| Q2 2026 | $2.4M | 38.8K | — | — |
| Q2 2026 | $2.3M | 23.6K | — | — |
| Q2 2026 | $2M | 25.4K | — | — |
| Q2 2026 | $967K | 16.2K | — | — |
| Q2 2026 | $818K | 11.3K | — | — |
| Q2 2026 | $1.1B | 3.73M | — | — |
| Q2 2026 | $926K | 2.8K | — | — |
| Q2 2026 | $6.5M | 19.8K | — | — |
| Q2 2026 | $5.3M | 53.6K | — | — |
| Q2 2026 | $2.4M | 38.8K | — | — |
| Q2 2026 | $23.1M | 455.9K | — | — |
| Q2 2026 | $818K | 11.3K | — | — |
| Q2 2026 | $64.5M | 1.37M | — | — |
| Q2 2026 | $32.6M | 639.4K | — | — |
| Q2 2026 | $30.4M | 599.9K | — | — |
| Q2 2026 | $6.3M | 112.2K | — | — |
| Q2 2026 | $7.6M | 120.7K | — | — |
| Q2 2026 | $967K | 16.2K | — | — |
| Q2 2026 | $2.3M | 23.6K | — | — |
| Q2 2026 | $3.3M | 43.2K | — | — |
| Q2 2026 | $2M | 25.4K | — | — |
| Q2 2026 | $220K | 52.9K | — | — |
| Q1 2026 | $5.5M | 65.0K | — | — |
| Q1 2026 | $985K | 17.7K | — | — |
| Q1 2026 | $23.4M | 463.0K | — | — |
| Q1 2026 | $694K | 11.3K | — | — |
| Q1 2026 | $48.6M | 1.03M | — | — |
| Q1 2026 | $45.1M | 883.8K | — | — |
| Q1 2026 | $33.8M | 676.3K | — | — |
| Q1 2026 | $5.2M | 123.6K | — | — |
| Q1 2026 | $339K | 5.5K | — | — |
| Q1 2026 | $852K | 16.5K | — | — |
| Q1 2026 | $1.6M | 18.2K | — | — |
| Q1 2026 | $2.8M | 42.3K | — | — |
| Q1 2026 | $1.7M | 43.4K | — | — |
| Q1 2026 | $901.9M | 3.07M | — | — |
| Q1 2026 | $26.4M | 89.9K | — | — |
| Q4 2025 | $1.1B | 3.48M | — | — |
| Q4 2025 | $634K | 10.0K | — | — |
| Q4 2025 | $45.5M | 893.2K | — | — |
| Q4 2025 | $23.7M | 469.4K | — | — |
| Q4 2025 | $1M | 17.9K | — | — |
| Q4 2025 | $37.4M | 739.9K | — | — |
| Q4 2025 | $7.9M | 143.8K | — | — |
| Q4 2025 | $8M | 131.8K | — | — |
| Q4 2025 | $33.8M | 714.7K | — | — |
| Q4 2025 | $2.7M | 41.5K | — | — |
| Q4 2025 | $373K | 5.1K | — | — |
| Q4 2025 | $794K | 14.1K | — | — |
| Q4 2025 | $8.5M | 91.2K | — | — |
| Q4 2025 | $5.3M | 57.0K | — | — |
| Q4 2025 | $64K | 199 | — | — |
| Q4 2025 | $11.6M | 36.0K | — | — |
| Q4 2025 | $3.2M | 10.0K | — | — |
| Q4 2025 | $794K | 2.5K | — | — |
| Q4 2025 | $29.3M | 91.0K | — | — |
| Q4 2025 | $992.8M | 9.39M | — | — |
| Q4 2025 | $2.2M | 42.6K | — | — |
| Q4 2025 | $45.5M | 893.2K | — | — |
| Q4 2025 | $21.6M | 426.8K | — | — |
| Q4 2025 | $33.3M | 709.6K | — | — |
| Q4 2025 | $208K | 3.7K | — | — |
| Q4 2025 | $586K | 10.4K | — | — |
| Q4 2025 | $7.7M | 82.3K | — | — |
| Q4 2025 | $520K | 8.2K | — | — |
| Q4 2025 | $37.4M | 739.9K | — | — |
| Q4 2025 | $8M | 131.8K | — | — |
| Q4 2025 | $2.2M | 33.0K | — | — |
| Q4 2025 | $5.3M | 56.9K | — | — |
| Q4 2025 | $273K | 4.7K | — | — |
| Q4 2025 | $822K | 8.8K | — | — |
| Q4 2025 | $373K | 5.1K | — | — |
| Q4 2025 | $556K | 8.4K | — | — |
| Q4 2025 | $7.5M | 137.3K | — | — |
| Q4 2025 | $711K | 14.2K | — | — |
| Q3 2025 | $971M | 3.10M | — | — |
| Q3 2025 | $28.8M | 91.4K | — | — |
| Q3 2025 | $573K | 1.8K | — | — |
| Q3 2025 | $199K | 632 | — | — |
| Q3 2025 | $63K | 199 | — | — |
| Q3 2025 | $5.4M | 94.3K | — | — |
| Q3 2025 | $611K | 10.6K | — | — |
| Q3 2025 | $1.3M | 13.4K | — | — |
| Q3 2025 | $709K | 12.6K | — | — |
| Q3 2025 | $5.4M | 106.5K | — | — |
| Q3 2025 | $2.7M | 40.3K | — | — |
| Q3 2025 | $8.3M | 95.0K | — | — |
| Q3 2025 | $19M | 372.3K | — | — |
| Q3 2025 | $2.9M | 31.0K | — | — |
| Q3 2025 | $17.9M | 376.1K | — | — |
| Q3 2025 | $8.2M | 138.7K | — | — |
| Q3 2025 | $679K | 10.8K | — | — |
| Q3 2025 | $37K | 733.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B