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Cornerstone Advisors Asset Management’s JPMorgan Chase JPM Stock Holding History

Cornerstone Advisors Asset Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-842
Closed -$248K – 137
2026
Q1 		$248K Sell
842
-8
-0.9% -$2.43K 0.04% 118
2025
Q4 		$274K Buy
+850
New +$263K 0.04% 114

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cornerstone Advisors Asset Management's JPM Position: Q2 2026 in Review

Cornerstone Advisors Asset Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 842 shares — an estimated $248K sold.

Cornerstone Advisors Asset Management first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cornerstone Advisors Asset Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 842 JPMorgan Chase shares in Q2 2026, an estimated $248K.
  • Cornerstone Advisors Asset Management first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Cornerstone Advisors Asset Management's JPMorgan Chase position peaked at $274K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.