Cornerstone Management’s JPMorgan Chase JPM Stock Holding History

Cornerstone Management’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
2023 Q2	–	Sell	-70	Closed	-$9.12K	–	149
2023 Q1	$9.12K	Hold	70	–	–	﹤0.01%	167
2022 Q4	$9.39K	Hold	70	–	–	﹤0.01%	159
2022 Q3	$7.32K	Sell	70 -84	-55%	-$9.64K	﹤0.01%	177
2022 Q2	$17.3K	Hold	154	–	–	﹤0.01%	150
2022 Q1	$21K	Hold	154	–	–	0.01%	147
2021 Q4	$24.4K	Buy	+154	New	+$25.3K	0.01%	121
2016 Q4	–	Sell	-3,011	Closed	-$201K	–	38
2016 Q3	$201K	Sell	3,011 -228	-7%	-$14.9K	0.12%	43
2016 Q2	$201K	Buy	+3,239	New	+$202K	0.12%	43
2016 Q1	–	Sell	-3,285	Closed	-$217K	–	47
2015 Q4	$217K	Buy	+3,285	New	+$214K	0.14%	40
2015 Q3	–	Sell	-2,987	Closed	-$202K	–	41
2015 Q2	$202K	Buy	+2,987	New	+$195K	0.14%	42
2015 Q1	–	Sell	-3,323	Closed	-$208K	–	44
2014 Q4	$208K	Buy	+3,323	New	+$200K	0.16%	46

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Cornerstone Management's JPM Position: Q2 2023 in Review

Cornerstone Management sold out of JPMorgan Chase (JPM) in Q2 2023, closing a stake of 70 shares — an estimated $9.12K sold.

Cornerstone Management first reported a position in JPM in Q4 2014 and held it in 11 quarters. The position peaked at $217K in Q4 2015. 3,665 funds tracked by Wall St. Rank hold JPM as of Q2 2023.

Cornerstone Management reported no remaining JPMorgan Chase position as of Q2 2023 after selling out during the quarter.
Cornerstone Management sold 70 JPMorgan Chase shares in Q2 2023, an estimated $9.12K.
Cornerstone Management first reported a position in JPMorgan Chase in Q4 2014 and held it in 11 quarters.
Cornerstone Management's JPMorgan Chase position peaked at $217K in Q4 2015.
3,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.