Cornerstone Planning Group’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 | $2.07M | Buy |
7,102
+1,776
| +33% | +$518K | 0.42% | 26 |
|
|
2025
Q1 | $1.28M | Buy |
5,326
+419
| +9% | +$101K | 0.31% | 28 |
|
|
2024
Q4 | $1.3M | Buy |
4,907
+4,034
| +462% | +$1.07M | 0.32% | 24 |
|
|
2024
Q3 | $195K | Sell |
873
-28
| -3% | -$6.24K | 0.05% | 70 |
|
|
2024
Q2 | $176K | Sell |
901
-56
| -6% | -$10.9K | 0.05% | 84 |
|
|
2024
Q1 | $182K | Sell |
957
-27
| -3% | -$5.14K | 0.06% | 80 |
|
|
2023
Q4 | $167K | Sell |
984
-32
| -3% | -$5.44K | 0.06% | 90 |
|
|
2023
Q3 | $147K | Sell |
1,016
-39
| -4% | -$5.66K | 0.06% | 93 |
|
|
2023
Q2 | $154K | Buy |
+1,055
| New | +$154K | 0.06% | 102 |
|
|
2022
Q4 | $149K | Buy |
+1,102
| New | +$149K | 0.06% | 119 |
|