Cornerstone Financial Partners’s JPMorgan Chase JPM Stock Holding History

Cornerstone Financial Partners’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
2017 Q4	$3.44M	Buy	32,197 +4,875	+18%	+$494K	1.13%	28
2017 Q3	$2.61M	Buy	+27,322	New	+$2.52M	0.99%	27
2017 Q1	–	Sell	-6,521	Closed	-$561K	–	160
2016 Q4	$561K	Sell	6,521 -3,863	-37%	-$295K	0.18%	96
2016 Q3	$690K	Buy	10,384 +2,838	+38%	+$185K	0.24%	75
2016 Q2	$468K	Sell	7,546 -45,794	-86%	-$2.86M	0.17%	104
2016 Q1	$3.17M	Sell	53,340 -4,180	-7%	-$244K	1.23%	21
2015 Q4	$3.79M	Buy	+57,520	New	+$3.75M	1.4%	11

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cornerstone Financial Partners's JPM Position: Q4 2017 in Review

Cornerstone Financial Partners increased its JPMorgan Chase (JPM) stake by 18% in Q4 2017, buying an estimated $494K and bringing the position to 32,197 shares worth $3.44M. The position accounts for 1.13% of the portfolio, ranked #28.

Cornerstone Financial Partners first reported a position in JPM in Q4 2015 and has held it in 7 quarters since. The position peaked at $3.79M in Q4 2015. 2,426 funds tracked by Wall St. Rank hold JPM as of Q4 2017.

Cornerstone Financial Partners held 32,197 shares of JPMorgan Chase worth $3.44M as of Q4 2017.
Cornerstone Financial Partners bought 4,875 JPMorgan Chase shares in Q4 2017, an estimated $494K.
JPMorgan Chase made up 1.13% of Cornerstone Financial Partners's portfolio in Q4 2017, its #28 holding.
Cornerstone Financial Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 7 quarters since.
Cornerstone Financial Partners's JPMorgan Chase position peaked at $3.79M in Q4 2015.
2,426 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.