Cornerstone Wealth Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.7M | Sell |
57,277
-1,936
| -3% | -$601K | 1.11% | 18 |
|
|
2026
Q1 | $18.5M | Sell |
59,213
-2,830
| -5% | -$859K | 1.19% | 17 |
|
|
2025
Q4 | $20M | Buy |
62,043
+790
| +1% | +$245K | 1.37% | 15 |
|
|
2025
Q3 | $19.3M | Sell |
61,253
-311
| -0.5% | -$92.5K | 1.3% | 15 |
|
|
2025
Q2 | $17.8M | Buy |
61,564
+1,205
| +2% | +$308K | 1.34% | 16 |
|
|
2025
Q1 | $14.8M | Sell |
60,359
-1,833
| -3% | -$467K | 1.23% | 15 |
|
|
2024
Q4 | $14.9M | Buy |
62,192
+1,748
| +3% | +$407K | 1.22% | 14 |
|
|
2024
Q3 | $12.7M | Buy |
60,444
+798
| +1% | +$168K | 1.05% | 21 |
|
|
2024
Q2 | $12.1M | Buy |
59,646
+376
| +0.6% | +$73.5K | 1.07% | 20 |
|
|
2024
Q1 | $11.9M | Buy |
59,270
+14,003
| +31% | +$2.53M | 1.09% | 23 |
|
|
2023
Q4 | $7.7M | Buy |
45,267
+1,184
| +3% | +$179K | 1.1% | 21 |
|
|
2023
Q3 | $6.39M | Sell |
44,083
-1,800
| -4% | -$270K | 1.13% | 19 |
|
|
2023
Q2 | $6.67M | Sell |
45,883
-46
| -0.1% | -$6.33K | 1.21% | 20 |
|
|
2023
Q1 | $5.98M | Sell |
45,929
-1,320
| -3% | -$181K | 1.06% | 22 |
|
|
2022
Q4 | $6.34M | Buy |
47,249
+1,935
| +4% | +$245K | 1.2% | 23 |
|
|
2022
Q3 | $4.74M | Buy |
45,314
+3,414
| +8% | +$392K | 1.05% | 32 |
|
|
2022
Q2 | $4.72M | Buy |
41,900
+4,575
| +12% | +$567K | 0.99% | 35 |
|
|
2022
Q1 | $5.09M | Sell |
37,325
-25,110
| -40% | -$3.71M | 0.93% | 28 |
|
|
2021
Q4 | $9.89M | Buy |
62,435
+29,852
| +92% | +$4.9M | 1.69% | 15 |
|
|
2021
Q3 | $5.33M | Buy |
32,583
+1,950
| +6% | +$306K | 0.94% | 23 |
|
|
2021
Q2 | $4.5M | Buy |
30,633
+900
| +3% | +$141K | 0.92% | 25 |
|
|
2021
Q1 | $4.48M | Buy |
29,733
+5,119
| +21% | +$736K | 0.91% | 27 |
|
|
2020
Q4 | $3.13M | Buy |
24,614
+21,919
| +813% | +$2.45M | 0.77% | 33 |
|
|
2020
Q3 | $259K | Sell |
2,695
-1,857
| -41% | -$182K | 0.07% | 114 |
|
|
2020
Q2 | $428K | Sell |
4,552
-31,853
| -87% | -$3.02M | 0.11% | 94 |
|
|
2020
Q1 | $3.28M | Buy |
36,405
+1,511
| +4% | +$184K | 1.16% | 26 |
|
|
2019
Q4 | $4.86M | Sell |
34,894
-1,162
| -3% | -$149K | 1.31% | 14 |
|
|
2019
Q3 | $4.24M | Buy |
36,056
+13,799
| +62% | +$1.56M | 1.06% | 25 |
|
|
2019
Q2 | $2.49M | Buy |
22,257
+14,136
| +174% | +$1.56M | 0.67% | 40 |
|
|
2019
Q1 | $822K | Buy |
+8,121
| New | +$837K | 0.21% | 99 |
|
Other funds holding JPM
Cornerstone Wealth Group's JPM Position: Q2 2026 in Review
Cornerstone Wealth Group reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, selling an estimated $601K and leaving 57,277 shares worth $18.7M. The position accounts for 1.11% of the portfolio, ranked #18.
Cornerstone Wealth Group first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $20M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Cornerstone Wealth Group held 57,277 shares of JPMorgan Chase worth $18.7M as of Q2 2026.
- Cornerstone Wealth Group sold 1,936 JPMorgan Chase shares in Q2 2026, an estimated $601K.
- JPMorgan Chase made up 1.11% of Cornerstone Wealth Group's portfolio in Q2 2026, its #18 holding.
- Cornerstone Wealth Group first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- Cornerstone Wealth Group's JPMorgan Chase position peaked at $20M in Q4 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.