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Cornerstone Wealth Group’s JPMorgan Chase JPM Stock Holding History

Cornerstone Wealth 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cornerstone Wealth Group's JPM Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, selling an estimated $859K and leaving 59,213 shares worth $18.5M. The position accounts for 1.19% of the portfolio, ranked #17.

Cornerstone Wealth Group first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $20M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cornerstone Wealth Group held 59,213 shares of JPMorgan Chase worth $18.5M as of Q1 2026.
  • Cornerstone Wealth Group sold 2,830 JPMorgan Chase shares in Q1 2026, an estimated $859K.
  • JPMorgan Chase made up 1.19% of Cornerstone Wealth Group's portfolio in Q1 2026, its #17 holding.
  • Cornerstone Wealth Group first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Cornerstone Wealth Group's JPMorgan Chase position peaked at $20M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.