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Cornerstone Retirement Group’s JPMorgan Chase JPM Stock Holding History

Cornerstone Retirement 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
2023
Q3 		$303K Sell
2,092
-133
-6% -$19.9K 0.09% 21
2023
Q2 		$324K Buy
2,225
+179
+9% +$24.6K 0.09% 10
2023
Q1 		$267K Buy
2,046
+246
+14% +$33.7K 0.08% 16
2022
Q4 		$241K Buy
+1,800
New +$228K 0.07% 10

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cornerstone Retirement Group's JPM Position: Q3 2023 in Review

Cornerstone Retirement Group reduced its JPMorgan Chase (JPM) stake by 6% in Q3 2023, selling an estimated $19.9K and leaving 2,092 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #21.

Cornerstone Retirement Group first reported a position in JPM in Q4 2022 and has held it in 4 quarters since. The position peaked at $324K in Q2 2023. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Cornerstone Retirement Group held 2,092 shares of JPMorgan Chase worth $303K as of Q3 2023.
  • Cornerstone Retirement Group sold 133 JPMorgan Chase shares in Q3 2023, an estimated $19.9K.
  • JPMorgan Chase made up 0.09% of Cornerstone Retirement Group's portfolio in Q3 2023, its #21 holding.
  • Cornerstone Retirement Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 4 quarters since.
  • Cornerstone Retirement Group's JPMorgan Chase position peaked at $324K in Q2 2023.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.