CNBT
JPM icon

Cornerstone National Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Cornerstone National Bank & Trust’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
2026
Q2 		$2.14M Sell
6,412
-763
-11% -$237K 0.72% 32
2026
Q1 		$2.12M Sell
7,175
-241
-3% -$73.1K 0.78% 30
2025
Q4 		$2.39M Buy
7,416
+92
+1% +$28.5K 0.95% 21
2025
Q3 		$2.31M Sell
7,324
-20
-0.3% -$5.95K 0.94% 21
2025
Q2 		$2.13M Buy
7,344
+329
+5% +$84K 0.92% 24
2025
Q1 		$1.72M Sell
7,015
-715
-9% -$182K 0.77% 24
2024
Q4 		$1.85M Buy
7,730
+42
+0.5% +$9.78K 0.85% 25
2024
Q3 		$1.62M Buy
7,688
+55
+0.7% +$11.6K 0.73% 26
2024
Q2 		$1.54M Buy
7,633
+181
+2% +$35.4K 0.76% 23
2024
Q1 		$1.49M Sell
7,452
-39
-0.5% -$7.04K 0.75% 22
2023
Q4 		$1.27M Sell
7,491
-133
-2% -$20.2K 0.68% 21
2023
Q3 		$1.11M Sell
7,624
-107
-1% -$16K 0.68% 21
2023
Q2 		$1.12M Sell
7,731
-2,772
-26% -$381K 0.65% 26
2023
Q1 		$1.37M Sell
10,503
-84
-0.8% -$11.5K 0.75% 22
2022
Q4 		$1.42M Sell
10,587
-202
-2% -$25.6K 0.79% 19
2022
Q3 		$1.13M Sell
10,789
-70
-0.6% -$8.03K 0.62% 24
2022
Q2 		$1.22M Buy
10,859
+580
+6% +$71.9K 0.61% 23
2022
Q1 		$1.4M Buy
10,279
+2,683
+35% +$396K 0.62% 20
2021
Q4 		$1.2M Sell
7,596
-41
-0.5% -$6.73K 0.53% 31
2021
Q3 		$1.25M Buy
7,637
+319
+4% +$50K 0.55% 23
2021
Q2 		$1.14M Buy
7,318
+506
+7% +$79.5K 0.5% 26
2021
Q1 		$1.04M Sell
6,812
-1,606
-19% -$231K 0.49% 26
2020
Q4 		$1.07M Buy
8,418
+395
+5% +$44.2K 0.58% 26
2020
Q3 		$772K Sell
8,023
-759,224
-99% -$74.6M 0.49% 36
2020
Q2 		$767K Buy
767,247
+759,292
+9,545% +$72M 0.56% 32
2020
Q1 		$716K Sell
7,955
-841
-10% -$102K 0.65% 30
2019
Q4 		$1.23M Buy
+8,796
New +$1.13M 1.1% 17

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cornerstone National Bank & Trust's JPM Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $237K and leaving 6,412 shares worth $2.14M. The position accounts for 0.72% of the portfolio, ranked #32.

Cornerstone National Bank & Trust first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.39M in Q4 2025. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cornerstone National Bank & Trust held 6,412 shares of JPMorgan Chase worth $2.14M as of Q2 2026.
  • Cornerstone National Bank & Trust sold 763 JPMorgan Chase shares in Q2 2026, an estimated $237K.
  • JPMorgan Chase made up 0.72% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #32 holding.
  • Cornerstone National Bank & Trust first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Cornerstone National Bank & Trust's JPMorgan Chase position peaked at $2.39M in Q4 2025.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.