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Cornerstone Advisors (Washington)’s JPMorgan Chase JPM Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-9,362
Closed -$1.05M – 1114
2019
Q2 		$1.05M Sell
9,362
-62
-0.7% -$6.84K 0.1% 29
2019
Q1 		$954K Sell
9,424
-590
-6% -$60.8K 0.09% 28
2018
Q4 		$978K Sell
10,014
-410
-4% -$43.7K 0.18% 27
2018
Q3 		$1.18M Sell
10,424
-1,937
-16% -$220K 0.76% 20
2018
Q2 		$1.29M Buy
12,361
+191
+2% +$21K 0.88% 18
2018
Q1 		$1.34M Buy
12,170
+510
+4% +$57.7K 0.91% 16
2017
Q4 		$1.25M Hold
11,660
– – 0.83% 15
2017
Q3 		$1.11M Sell
11,660
-175
-1% -$16.1K 0.77% 19
2017
Q2 		$1.08M Hold
11,835
– – 0.61% 18
2017
Q1 		$1.04M Sell
11,835
-203
-2% -$17.9K 0.57% 19
2016
Q4 		$1.04M Buy
12,038
+1,046
+10% +$79.8K 0.87% 17
2016
Q3 		$732K Buy
10,992
+4,595
+72% +$300K 0.62% 20
2016
Q2 		$398K Sell
6,397
-24
-0.4% -$1.5K 0.41% 29
2016
Q1 		$380K Buy
6,421
+718
+13% +$41.9K 0.4% 28
2015
Q4 		$377K Hold
5,703
– – 0.41% 25
2015
Q3 		$348K Buy
5,703
+241
+4% +$15.8K 0.31% 48
2015
Q2 		$370K Hold
5,462
– – 0.3% 53
2015
Q1 		$331K Sell
5,462
-15
-0.3% -$888 0.26% 66
2014
Q4 		$343K Buy
5,477
+145
+3% +$8.73K 0.25% 69
2014
Q3 		$321K Sell
5,332
-50
-0.9% -$2.92K 0.26% 28
2014
Q2 		$310K Buy
5,382
+29
+0.5% +$1.63K 0.29% 33
2014
Q1 		$325K Buy
5,353
+1,353
+34% +$78.2K 0.38% 23
2013
Q4 		$234K Hold
4,000
– – 0.33% 29
2013
Q3 		$207K Buy
+4,000
New +$215K 0.36% 27

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisors (Washington)'s JPM Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of JPMorgan Chase (JPM) in Q3 2019, closing a stake of 9,362 shares — an estimated $1.05M sold.

Cornerstone Advisors (Washington) first reported a position in JPM in Q3 2013 and held it in 24 quarters. The position peaked at $1.34M in Q1 2018. 2,609 funds tracked by Wall St. Rank hold JPM as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining JPMorgan Chase position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 9,362 JPMorgan Chase shares in Q3 2019, an estimated $1.05M.
  • Cornerstone Advisors (Washington) first reported a position in JPMorgan Chase in Q3 2013 and held it in 24 quarters.
  • Cornerstone Advisors (Washington)'s JPMorgan Chase position peaked at $1.34M in Q1 2018.
  • 2,609 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.