Corient Private Wealth LLC JPM Holdings History
Corient Private Wealth LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 3.35 Mil shares of JPMorgan Chase & Co(JPM), totaling $820.67 Mil. This investment constitutes 1.34% of their stock portfolio, and Corient Private Wealth LLC now holds 0.12% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 5 purchases of JPM, at an average price of $136.89, for a total of 3.79 Mil shares. In addition, there have been 4 sales at an average price of $230.50 for 442,938.00 shares. Based on historical transaction data and JPM's current price of $296.76, Corient Private Wealth LLC's estimated gain on his JPM holdings is $576.31 Mil, reflecting a 111.13% gain to date.
Corient Private Wealth LLC JPM ($296.76) Holding Chart
Corient Private Wealth LLC JPM ($296.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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