JP Morgan Chase
CRF

JP Morgan Chase’s Cornerstone Total Return Fund CRF Stock Holding History

JP Morgan Chase’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.4K Buy
3,418
+193
+6% +$1.39K ﹤0.01% 6671
2026
Q1 		$21.4K Buy
3,225
+170
+6% +$1.28K ﹤0.01% 6516
2025
Q4 		$24.5K Buy
+3,055
New +$24.4K ﹤0.01% 6455

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

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

JP Morgan Chase increased its Cornerstone Total Return Fund (CRF) stake by 6% in Q2 2026, buying an estimated $1.39K and bringing the position to 3,418 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6671.

JP Morgan Chase first reported a position in CRF in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.5K in Q4 2025. 88 funds tracked by Wall St. Rank hold CRF as of Q2 2026.

  • JP Morgan Chase held 3,418 shares of Cornerstone Total Return Fund worth $24.4K as of Q2 2026.
  • JP Morgan Chase bought 193 Cornerstone Total Return Fund shares in Q2 2026, an estimated $1.39K.
  • Cornerstone Total Return Fund made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6671 holding.
  • JP Morgan Chase first reported a position in Cornerstone Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • JP Morgan Chase's Cornerstone Total Return Fund position peaked at $24.5K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2026.

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