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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
2026
Q2 		$2.55M Sell
7,337
-21
-0.3% -$6.52K 0.32% 43
2026
Q1 		$2.28M Buy
7,358
+266
+4% +$80.7K 0.3% 47
2025
Q4 		$2.13M Sell
7,092
-641
-8% -$198K 0.33% 44
2025
Q3 		$2.39M Buy
7,733
+631
+9% +$188K 0.38% 38
2025
Q2 		$2.07M Buy
7,102
+1,776
+33% +$453K 0.42% 26
2025
Q1 		$1.28M Buy
5,326
+419
+9% +$107K 0.31% 28
2024
Q4 		$1.3M Buy
4,907
+4,034
+462% +$940K 0.32% 24
2024
Q3 		$195K Sell
873
-28
-3% -$5.9K 0.05% 70
2024
Q2 		$176K Sell
901
-56
-6% -$10.9K 0.05% 84
2024
Q1 		$182K Sell
957
-27
-3% -$4.87K 0.06% 80
2023
Q4 		$167K Sell
984
-32
-3% -$4.85K 0.06% 90
2023
Q3 		$147K Sell
1,016
-39
-4% -$5.85K 0.06% 93
2023
Q2 		$154K Buy
+1,055
New +$145K 0.06% 102
2022
Q4 		$149K Buy
+1,102
New +$140K 0.06% 119

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Cornerstone Planning Group's JPM Position: Q2 2026 in Review

Cornerstone Planning Group reduced its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, selling an estimated $6.52K and leaving 7,337 shares worth $2.55M. The position accounts for 0.32% of the portfolio, ranked #43.

Cornerstone Planning Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cornerstone Planning Group held 7,337 shares of JPMorgan Chase worth $2.55M as of Q2 2026.
  • Cornerstone Planning Group sold 21 JPMorgan Chase shares in Q2 2026, an estimated $6.52K.
  • JPMorgan Chase made up 0.32% of Cornerstone Planning Group's portfolio in Q2 2026, its #43 holding.
  • Cornerstone Planning Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.