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Cornerstone Capital’s JPMorgan Chase JPM Stock Holding History

Cornerstone Capital’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
2020
Q1 		– Sell
-87,066
Closed -$12.1M – 80
2019
Q4 		$12.1M Buy
87,066
+8,966
+11% +$1.15M 1.71% 25
2019
Q3 		$9.19M Buy
78,100
+13,265
+20% +$1.5M 1.43% 29
2019
Q2 		$7.25M Buy
64,835
+1,675
+3% +$185K 1.14% 30
2019
Q1 		$6.39M Buy
63,160
+39,218
+164% +$4.04M 1.06% 32
2018
Q4 		$2.34M Buy
23,942
+8,865
+59% +$945K 0.42% 42
2018
Q3 		$1.7M Buy
15,077
+6,464
+75% +$734K 0.26% 48
2018
Q2 		$897K Buy
8,613
+1,615
+23% +$177K 0.15% 50
2018
Q1 		$770K Buy
6,998
+3,075
+78% +$348K 0.13% 53
2017
Q4 		$420K Sell
3,923
-229
-6% -$23.2K 0.07% 66
2017
Q3 		$397K Sell
4,152
-120
-3% -$11.1K 0.07% 64
2017
Q2 		$390K Hold
4,272
– – 0.07% 64
2017
Q1 		$375K Buy
4,272
+495
+13% +$43.7K 0.07% 63
2016
Q4 		$326K Hold
3,777
– – 0.07% 67
2016
Q3 		$252K Hold
3,777
– – 0.05% 69
2016
Q2 		$235K Buy
3,777
+42
+1% +$2.62K 0.05% 68
2016
Q1 		$221K Buy
3,735
+23
+0.6% +$1.34K 0.05% 67
2015
Q4 		$245K Hold
3,712
– – 0.06% 65
2015
Q3 		$226K Hold
3,712
– – 0.06% 71
2015
Q2 		$252K Buy
+3,712
New +$242K 0.06% 70

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Capital's JPM Position: Q1 2020 in Review

Cornerstone Capital sold out of JPMorgan Chase (JPM) in Q1 2020, closing a stake of 87,066 shares — an estimated $12.1M sold.

Cornerstone Capital first reported a position in JPM in Q2 2015 and held it in 19 quarters. The position peaked at $12.1M in Q4 2019. 2,784 funds tracked by Wall St. Rank hold JPM as of Q1 2020.

  • Cornerstone Capital reported no remaining JPMorgan Chase position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Capital sold 87,066 JPMorgan Chase shares in Q1 2020, an estimated $12.1M.
  • Cornerstone Capital first reported a position in JPMorgan Chase in Q2 2015 and held it in 19 quarters.
  • Cornerstone Capital's JPMorgan Chase position peaked at $12.1M in Q4 2019.
  • 2,784 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2020.

Based on Cornerstone Capital's 13F filing for Q1 2020, filed 15 May 2020.