Cornerstone Wealth Management’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 | $8.72M | Sell |
26,626
-799
| -3% | -$248K | 0.37% | 62 |
|
|
2026
Q1 | $8.07M | Buy |
27,425
+3,969
| +17% | +$1.2M | 0.4% | 61 |
|
|
2025
Q4 | $7.56M | Buy |
23,456
+352
| +2% | +$109K | 0.39% | 63 |
|
|
2025
Q3 | $7.29M | Buy |
23,104
+492
| +2% | +$146K | 0.4% | 64 |
|
|
2025
Q2 | $6.56M | Sell |
22,612
-59
| -0.3% | -$15.1K | 0.4% | 61 |
|
|
2025
Q1 | $5.56M | Buy |
22,671
+435
| +2% | +$111K | 0.38% | 65 |
|
|
2024
Q4 | $5.33M | Buy |
22,236
+864
| +4% | +$201K | 0.36% | 69 |
|
|
2024
Q3 | $4.51M | Sell |
21,372
-500
| -2% | -$105K | 0.32% | 80 |
|
|
2024
Q2 | $4.42M | Sell |
21,872
-2,352
| -10% | -$460K | 0.34% | 73 |
|
|
2024
Q1 | $4.85M | Sell |
24,224
-567
| -2% | -$102K | 0.39% | 63 |
|
|
2023
Q4 | $4.22M | Sell |
24,791
-2,256
| -8% | -$342K | 0.36% | 65 |
|
|
2023
Q3 | $3.92M | Buy |
27,047
+2,188
| +9% | +$328K | 0.37% | 62 |
|
|
2023
Q2 | $3.62M | Buy |
24,859
+3,075
| +14% | +$423K | 0.32% | 64 |
|
|
2023
Q1 | $2.84M | Buy |
+21,784
| New | +$2.98M | 0.28% | 84 |
|
|
2022
Q3 | $2.02M | Sell |
19,373
-540
| -3% | -$62K | 0.23% | 96 |
|
|
2022
Q2 | $2.24M | Buy |
19,913
+3,990
| +25% | +$494K | 0.25% | 82 |
|
|
2022
Q1 | $2.17M | Sell |
15,923
-124
| -0.8% | -$18.3K | 0.21% | 97 |
|
|
2021
Q4 | $2.55M | Buy |
16,047
+940
| +6% | +$154K | 0.24% | 93 |
|
|
2021
Q3 | $2.47M | Buy |
15,107
+262
| +2% | +$41.1K | 0.26% | 89 |
|
|
2021
Q2 | $2.31M | Buy |
14,845
+15
| +0.1% | +$2.36K | 0.24% | 92 |
|
|
2021
Q1 | $2.26M | Sell |
14,830
-181
| -1% | -$26K | 0.27% | 81 |
|
|
2020
Q4 | $1.91M | Buy |
15,011
+1,035
| +7% | +$116K | 0.24% | 89 |
|
|
2020
Q3 | $1.34M | Sell |
13,976
-2,260
| -14% | -$222K | 0.2% | 99 |
|
|
2020
Q2 | $1.53M | Buy |
16,236
+2,602
| +19% | +$247K | 0.25% | 79 |
|
|
2020
Q1 | $1.23M | Buy |
13,634
+535
| +4% | +$65K | 0.24% | 85 |
|
|
2019
Q4 | $1.83M | Sell |
13,099
-407
| -3% | -$52.2K | 0.3% | 67 |
|
|
2019
Q3 | $1.59M | Sell |
13,506
-2,269
| -14% | -$257K | 0.28% | 71 |
|
|
2019
Q2 | $1.77M | Sell |
15,775
-4,066
| -20% | -$448K | 0.32% | 60 |
|
|
2019
Q1 | $3.07M | Buy |
19,841
+4,398
| +28% | +$453K | 0.37% | 62 |
|
|
2018
Q4 | $1.51M | Sell |
15,443
-1,354,046
| -99% | -$144M | 0.32% | 67 |
|
|
2018
Q3 | $14.2M | Sell |
1,369,489
-610,432
| -31% | -$69.3M | 0.18% | 129 |
|
|
2018
Q2 | $18.8M | Buy |
1,979,921
+1,961,806
| +10,830% | +$215M | 0.21% | 111 |
|
|
2018
Q1 | $1.95M | Sell |
18,115
-355
| -2% | -$40.2K | 0.37% | 52 |
|
|
2017
Q4 | $2M | Buy |
18,470
+4,266
| +30% | +$432K | 0.38% | 50 |
|
|
2017
Q3 | $1.38M | Buy |
14,204
+900
| +7% | +$83K | 0.29% | 75 |
|
|
2017
Q2 | $1.24M | Buy |
13,304
+1,236
| +10% | +$107K | 0.28% | 81 |
|
|
2017
Q1 | $1.04M | Buy |
12,068
+950
| +9% | +$83.8K | 0.26% | 87 |
|
|
2016
Q4 | $969K | Sell |
11,118
-266
| -2% | -$20.3K | 0.31% | 64 |
|
|
2016
Q3 | $758K | Buy |
+11,384
| New | +$742K | 0.28% | 68 |
|
Other funds holding JPM
Cornerstone Wealth Management's JPM Position: Q2 2026 in Review
Cornerstone Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.9% in Q2 2026, selling an estimated $248K and leaving 26,626 shares worth $8.72M. The position accounts for 0.37% of the portfolio, ranked #62.
Cornerstone Wealth Management first reported a position in JPM in Q3 2016 and has held it in 39 quarters since. The position peaked at $18.8M in Q2 2018. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Cornerstone Wealth Management held 26,626 shares of JPMorgan Chase worth $8.72M as of Q2 2026.
- Cornerstone Wealth Management sold 799 JPMorgan Chase shares in Q2 2026, an estimated $248K.
- JPMorgan Chase made up 0.37% of Cornerstone Wealth Management's portfolio in Q2 2026, its #62 holding.
- Cornerstone Wealth Management first reported a position in JPMorgan Chase in Q3 2016 and has held it in 39 quarters since.
- Cornerstone Wealth Management's JPMorgan Chase position peaked at $18.8M in Q2 2018.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.