CM
Cornerstone Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$8.78K | ﹤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 | +$24.4K | 0.01% | 121 |
|
|
2016
Q4 | – | Sell |
-3,011
| Closed | -$201K | – | 38 |
|
|
2016
Q3 | $201K | Sell |
3,011
-228
| -7% | -$15.2K | 0.12% | 43 |
|
|
2016
Q2 | $201K | Buy |
+3,239
| New | +$201K | 0.12% | 43 |
|
|
2016
Q1 | – | Sell |
-3,285
| Closed | -$217K | – | 47 |
|
|
2015
Q4 | $217K | Buy |
+3,285
| New | +$217K | 0.14% | 40 |
|
|
2015
Q3 | – | Sell |
-2,987
| Closed | -$202K | – | 41 |
|
|
2015
Q2 | $202K | Buy |
+2,987
| New | +$202K | 0.14% | 42 |
|
|
2015
Q1 | – | Sell |
-3,323
| Closed | -$208K | – | 44 |
|
|
2014
Q4 | $208K | Buy |
+3,323
| New | +$208K | 0.16% | 46 |
|