Cornerstone Investment Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43M | Buy |
148,250
+283
| +0.2% | +$82K | 1.9% | 29 |
|
|
2025
Q1 | $36.3M | Sell |
147,967
-32,702
| -18% | -$8.02M | 1.76% | 29 |
|
|
2024
Q4 | $43.3M | Sell |
180,669
-664
| -0.4% | -$159K | 2.15% | 22 |
|
|
2024
Q3 | $38.2M | Sell |
181,333
-67,886
| -27% | -$14.3M | 1.89% | 27 |
|
|
2024
Q2 | $50.4M | Sell |
249,219
-45,056
| -15% | -$9.11M | 2.49% | 20 |
|
|
2024
Q1 | $58.9M | Sell |
294,275
-26,273
| -8% | -$5.26M | 2.87% | 17 |
|
|
2023
Q4 | $54.5M | Sell |
320,548
-85,387
| -21% | -$14.5M | 3.07% | 16 |
|
|
2023
Q3 | $58.9M | Sell |
405,935
-93,481
| -19% | -$13.6M | 3.68% | 11 |
|
|
2023
Q2 | $72.6M | Sell |
499,416
-6,974
| -1% | -$1.01M | 4.46% | 3 |
|
|
2023
Q1 | $66M | Sell |
506,390
-30,458
| -6% | -$3.97M | 4.37% | 2 |
|
|
2022
Q4 | $72M | Sell |
536,848
-7,822
| -1% | -$1.05M | 4.63% | 2 |
|
|
2022
Q3 | $56.9M | Sell |
544,670
-1,125
| -0.2% | -$118K | 4.08% | 5 |
|
|
2022
Q2 | $61.5M | Buy |
545,795
+1,487
| +0.3% | +$167K | 4.12% | 5 |
|
|
2022
Q1 | $74.2M | Buy |
544,308
+94,872
| +21% | +$12.9M | 4.24% | 5 |
|
|
2021
Q4 | $71.2M | Sell |
449,436
-24,543
| -5% | -$3.89M | 3.95% | 5 |
|
|
2021
Q3 | $77.6M | Sell |
473,979
-13,906
| -3% | -$2.28M | 4.48% | 3 |
|
|
2021
Q2 | $75.9M | Sell |
487,885
-5,972
| -1% | -$929K | 3.97% | 4 |
|
|
2021
Q1 | $75.2M | Sell |
493,857
-7,390
| -1% | -$1.12M | 4.04% | 4 |
|
|
2020
Q4 | $63.7M | Sell |
501,247
-18,962
| -4% | -$2.41M | 3.87% | 8 |
|
|
2020
Q3 | $50.1M | Buy |
520,209
+35,978
| +7% | +$3.46M | 3.52% | 11 |
|
|
2020
Q2 | $45.5M | Sell |
484,231
-137,176
| -22% | -$12.9M | 3.23% | 13 |
|
|
2020
Q1 | $55.9M | Sell |
621,407
-10,462
| -2% | -$942K | 3.61% | 8 |
|
|
2019
Q4 | $88.1M | Sell |
631,869
-173,116
| -22% | -$24.1M | 4.18% | 4 |
|
|
2019
Q3 | $94.7M | Sell |
804,985
-19,555
| -2% | -$2.3M | 4.16% | 5 |
|
|
2019
Q2 | $92.2M | Sell |
824,540
-2,082
| -0.3% | -$233K | 4% | 4 |
|
|
2019
Q1 | $83.7M | Sell |
826,622
-12,428
| -1% | -$1.26M | 3.73% | 7 |
|
|
2018
Q4 | $81.9M | Sell |
839,050
-22,612
| -3% | -$2.21M | 4% | 7 |
|
|
2018
Q3 | $97.2M | Buy |
861,662
+1,153
| +0.1% | +$130K | 4.08% | 5 |
|
|
2018
Q2 | $89.7M | Buy |
860,509
+24,970
| +3% | +$2.6M | 4.05% | 5 |
|
|
2018
Q1 | $91.9M | Buy |
835,539
+6,003
| +0.7% | +$660K | 4.02% | 4 |
|
|
2017
Q4 | $88.7M | Sell |
829,536
-49,796
| -6% | -$5.33M | 3.86% | 8 |
|
|
2017
Q3 | $84M | Sell |
879,332
-10,088
| -1% | -$964K | 3.68% | 9 |
|
|
2017
Q2 | $81.3M | Buy |
889,420
+811
| +0.1% | +$74.1K | 3.74% | 9 |
|
|
2017
Q1 | $78.1M | Buy |
888,609
+145,075
| +20% | +$12.7M | 3.34% | 15 |
|
|
2016
Q4 | $64.2M | Sell |
743,534
-20,807
| -3% | -$1.8M | 2.62% | 21 |
|
|
2016
Q3 | $50.9M | Sell |
764,341
-1,114,371
| -59% | -$74.2M | 2.22% | 27 |
|
|
2016
Q2 | $117M | Sell |
1,878,712
-606,284
| -24% | -$37.7M | 4.06% | 6 |
|
|
2016
Q1 | $147M | Sell |
2,484,996
-134,199
| -5% | -$7.95M | 4.77% | 3 |
|
|
2015
Q4 | $173M | Sell |
2,619,195
-363,380
| -12% | -$24M | 5.31% | 2 |
|
|
2015
Q3 | $182M | Sell |
2,982,575
-217,606
| -7% | -$13.3M | 5.17% | 1 |
|
|
2015
Q2 | $217M | Sell |
3,200,181
-797,954
| -20% | -$54.1M | 5.11% | 1 |
|
|
2015
Q1 | $242M | Sell |
3,998,135
-1,578,392
| -28% | -$95.6M | 4.47% | 2 |
|
|
2014
Q4 | $349M | Sell |
5,576,527
-400,999
| -7% | -$25.1M | 3.97% | 4 |
|
|
2014
Q3 | $360M | Buy |
5,977,526
+345,135
| +6% | +$20.8M | 4.01% | 5 |
|
|
2014
Q2 | $325M | Buy |
5,632,391
+986,155
| +21% | +$56.8M | 3.9% | 7 |
|
|
2014
Q1 | $282M | Buy |
4,646,236
+76,802
| +2% | +$4.66M | 3.41% | 14 |
|
|
2013
Q4 | $267M | Buy |
4,569,434
+23,291
| +0.5% | +$1.36M | 3.41% | 15 |
|
|
2013
Q3 | $235M | Buy |
4,546,143
+616,475
| +16% | +$31.9M | 3.37% | 12 |
|
|
2013
Q2 | $207M | Buy |
+3,929,668
| New | +$207M | 3.22% | 16 |
|