JP Morgan Chase
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JP Morgan Chase’s Cornerstone Strategic Value Fund CLM Stock Holding History

JP Morgan Chase’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.2K Sell
3,387
-17,898
-84% -$135K ﹤0.01% 6662
2026
Q1 		$148K Buy
21,285
+18,253
+602% +$143K ﹤0.01% 5631
2025
Q4 		$25.4K Buy
+3,032
New +$25.1K ﹤0.01% 6452
2025
Q2 		– Sell
-1,202
Closed -$8.79K – 7143
2025
Q1 		$8.79K Buy
1,202
+1,192
+11,920% +$9.8K ﹤0.01% 6336
2024
Q4 		$86 Buy
+10
New +$83 ﹤0.01% 7031

Other funds holding CLM

AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

JP Morgan Chase's CLM Position: Q2 2026 in Review

JP Morgan Chase reduced its Cornerstone Strategic Value Fund (CLM) stake by 84% in Q2 2026, selling an estimated $135K and leaving 3,387 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6662.

JP Morgan Chase first reported a position in CLM in Q4 2024 and has held it in 5 quarters since. The position peaked at $148K in Q1 2026. 145 funds tracked by Wall St. Rank hold CLM as of Q2 2026.

  • JP Morgan Chase held 3,387 shares of Cornerstone Strategic Value Fund worth $25.2K as of Q2 2026.
  • JP Morgan Chase sold 17,898 Cornerstone Strategic Value Fund shares in Q2 2026, an estimated $135K.
  • Cornerstone Strategic Value Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6662 holding.
  • JP Morgan Chase first reported a position in Cornerstone Strategic Value Fund in Q4 2024 and has held it in 5 quarters since.
  • JP Morgan Chase's Cornerstone Strategic Value Fund position peaked at $148K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Cornerstone Strategic Value Fund as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.