Cornerstone Planning Group’s JPMorgan Chase JPM Stock Holding History

Cornerstone Planning Group’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
2025 Q2	$2.07M	Buy
2025 Q1	$1.28M	Buy
2024 Q4	$1.3M	Buy
2024 Q3	$195K	Sell
2024 Q2	$176K	Sell
2024 Q1	$182K	Sell
2023 Q4	$167K	Sell
2023 Q3	$147K	Sell
2023 Q2	$154K	Buy
2022 Q4	$149K	Buy