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Cornerstone Planning’s JPMorgan Chase JPM Stock Holding History

Cornerstone Planning’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 		$4.47M Sell
13,666
-44
-0.3% -$13.7K 1.03% 31
2026
Q1 		$4.04M Sell
13,710
-469
-3% -$142K 0.91% 31
2025
Q4 		$4.58M Buy
+14,179
New +$4.39M 1.06% 27
2024
Q4 		$3.32M Buy
+13,834
New +$3.22M 1.27% 15

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cornerstone Planning's JPM Position: Q2 2026 in Review

Cornerstone Planning reduced its JPMorgan Chase (JPM) stake by 0.32% in Q2 2026, selling an estimated $13.7K and leaving 13,666 shares worth $4.47M. The position accounts for 1.03% of the portfolio, ranked #31.

Cornerstone Planning first reported a position in JPM in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.58M in Q4 2025. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cornerstone Planning held 13,666 shares of JPMorgan Chase worth $4.47M as of Q2 2026.
  • Cornerstone Planning sold 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 1.03% of Cornerstone Planning's portfolio in Q2 2026, its #31 holding.
  • Cornerstone Planning first reported a position in JPMorgan Chase in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's JPMorgan Chase position peaked at $4.58M in Q4 2025.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.