Cornerstone Advisory’s JPMorgan Chase JPM Stock Holding History

Cornerstone Advisory’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	$4.66M	Buy	14,225 +398	+3%	+$124K	0.39%	49
2026 Q1	$4.07M	Buy	13,827 +439	+3%	+$133K	0.39%	50
2025 Q4	$4.31M	Sell	13,388 -129	-1%	-$39.9K	0.41%	47
2025 Q3	$4.26M	Buy	13,517 +215	+2%	+$63.9K	0.42%	47
2025 Q2	$3.86M	Buy	13,302 +220	+2%	+$56.1K	0.41%	49
2025 Q1	$3.26M	Buy	13,082 +116	+0.9%	+$29.6K	0.38%	50
2024 Q4	$3.59M	Buy	12,966 +409	+3%	+$95.3K	0.41%	49
2024 Q3	$2.65M	Buy	12,557 +155	+1%	+$32.6K	0.35%	55
2024 Q2	$2.51M	Sell	12,402 -1,022	-8%	-$200K	0.35%	53
2024 Q1	$2.69M	Buy	13,424 +786	+6%	+$142K	0.38%	53
2023 Q4	$2.15M	Buy	12,638 +167	+1%	+$25.3K	0.34%	53
2023 Q3	$1.81M	Sell	12,471 -595	-5%	-$89.2K	0.32%	53
2023 Q2	$1.9M	Sell	13,066 -2,345	-15%	-$323K	0.33%	45
2023 Q1	$2.01M	Sell	15,411 -1,052	-6%	-$144K	0.36%	45
2022 Q4	$2.21M	Buy	16,463 +194	+1%	+$24.6K	0.44%	44
2022 Q3	$1.7M	Buy	16,269 +1,003	+7%	+$115K	0.38%	45
2022 Q2	$1.72M	Sell	15,266 -9,569	-39%	-$1.19M	0.39%	45
2022 Q1	$3.39M	Buy	24,835 +3,992	+19%	+$589K	0.52%	38
2021 Q4	$3.3M	Buy	20,843 +961	+5%	+$158K	0.47%	38
2021 Q3	$3.25M	Buy	19,882 +3,227	+19%	+$506K	0.54%	40
2021 Q2	$2.59M	Buy	16,655 +635	+4%	+$99.7K	0.44%	44
2021 Q1	$2.44M	Sell	16,020 -647	-4%	-$93.1K	0.46%	44
2020 Q4	$2.12M	Sell	16,667 -2,955	-15%	-$330K	0.43%	49
2020 Q3	$1.89M	Sell	19,622 -1,971	-9%	-$194K	0.44%	50
2020 Q2	$2.03M	Buy	21,593 +10,690	+98%	+$1.01M	0.53%	42
2020 Q1	$982K	Sell	10,903 -168	-2%	-$20.4K	0.3%	63
2019 Q4	$1.54M	Buy	11,071 +1,403	+15%	+$180K	0.32%	63
2019 Q3	$1.14M	Sell	9,668 -629	-6%	-$71.1K	0.25%	66
2019 Q2	$1.15M	Buy	10,297 +571	+6%	+$63K	0.25%	66
2019 Q1	$985K	Sell	9,726 -437	-4%	-$45K	0.22%	72
2018 Q4	$992K	Buy	10,163 +2,995	+42%	+$319K	0.26%	70
2018 Q3	$809K	Buy	7,168 +271	+4%	+$30.8K	0.24%	72
2018 Q2	$719K	Sell	6,897 -586	-8%	-$64.3K	0.24%	74
2018 Q1	$823K	Buy	7,483 +857	+13%	+$97K	0.3%	66
2017 Q4	$709K	Buy	6,626 +290	+5%	+$29.4K	0.24%	76
2017 Q3	$605K	Sell	6,336 -444	-7%	-$40.9K	0.2%	79
2017 Q2	$620K	Buy	6,780 +332	+5%	+$28.6K	0.21%	80
2017 Q1	$566K	Sell	6,448 -94	-1%	-$8.29K	0.29%	56
2016 Q4	$565K	Buy	6,542 +125	+2%	+$9.53K	0.42%	41
2016 Q3	$427K	Sell	6,417 -783	-11%	-$51.1K	0.35%	44
2016 Q2	$447K	Sell	7,200 -580	-7%	-$36.2K	0.38%	46
2016 Q1	$461K	Buy	7,780 +455	+6%	+$26.6K	0.39%	38
2015 Q4	$484K	Buy	+7,325	New	+$477K	0.42%	37

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cornerstone Advisory's JPM Position: Q2 2026 in Review

Cornerstone Advisory increased its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, buying an estimated $124K and bringing the position to 14,225 shares worth $4.66M. The position accounts for 0.39% of the portfolio, ranked #49.

Cornerstone Advisory first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. 2,280 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cornerstone Advisory held 14,225 shares of JPMorgan Chase worth $4.66M as of Q2 2026.
Cornerstone Advisory bought 398 JPMorgan Chase shares in Q2 2026, an estimated $124K.
JPMorgan Chase made up 0.39% of Cornerstone Advisory's portfolio in Q2 2026, its #49 holding.
Cornerstone Advisory first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
2,280 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.