Position in JPM
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,015,766,855
+$87,232,872 QoQ
Shares Held
3,103,189
-1.7% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 33%
Shared 2%
None 65%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Dec 31, 2025CallValue
$3,222,200
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,466,291,282 across 19 Banks - Diversified names. JPM ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
3,103,189 | $1,015,766,855 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,309,936 | $131,620,153 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,559,804 | $128,902,202 | |
| 4 | C |
Citigroup Inc
|
564,137 | $78,956,614 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
334,931 | $48,434,370 | |
| 6 | BNS |
Bank Of Nova Scotia
|
189,323 | $16,440,808 | |
| 7 | RY |
Royal Bank Of Canada
|
29,870 | $6,182,193 | |
| 8 | TD |
Toronto Dominion Bank
|
49,769 | $6,043,448 |
All Filings in JPM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,766,855 | 3,103,189 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $928,533,983 | 3,156,561 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,222,200 | 10,000 | Call | Sole | 2026-02-19 | |
| 2025-12-31 | $1,122,880,955 | 3,484,827 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,007,677,091 | 3,194,614 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $981,826,889 | 3,386,661 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $820,668,810 | 3,345,572 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $845,448,299 | 3,526,963 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $779,197,493 | 3,695,331 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $728,740,756 | 3,602,990 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $733,103,006 | 3,660,025 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $600,870,424 | 3,532,454 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $431,290,639 | 2,974,008 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $437,796,505 | 3,010,152 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $347,013,835 | 2,662,987 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $274,054,001 | 2,043,654 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||