W.H. Cornerstone Investments’s JPMorgan Chase JPM Stock Holding History

W.H. Cornerstone Investments’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	$548K	Buy	1,864 +3	+0.2%	+$910	0.34%	58
2025 Q4	$600K	Buy	1,861 +11	+0.6%	+$3.41K	0.36%	59
2025 Q3	$584K	Buy	1,850 +5	+0.3%	+$1.49K	0.36%	62
2025 Q2	$535K	Sell	1,845 -235	-11%	-$60K	0.34%	68
2025 Q1	$510K	Buy	2,080 +6	+0.3%	+$1.53K	0.35%	66
2024 Q4	$497K	Sell	2,074 -330	-14%	-$76.9K	0.33%	74
2024 Q3	$507K	Buy	2,404 +388	+19%	+$81.7K	0.34%	63
2024 Q2	$408K	Sell	2,016 -9	-0.4%	-$1.76K	0.29%	71
2024 Q1	$406K	Buy	2,025 +509	+34%	+$91.8K	0.29%	79
2023 Q4	$258K	Buy	1,516 +96	+7%	+$14.5K	0.2%	109
2023 Q3	$206K	Buy	+1,420	New	+$213K	0.18%	123

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

W.H. Cornerstone Investments's JPM Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its JPMorgan Chase (JPM) stake by 0.16% in Q1 2026, buying an estimated $910 and bringing the position to 1,864 shares worth $548K. The position accounts for 0.34% of the portfolio, ranked #58.

W.H. Cornerstone Investments first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $600K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

W.H. Cornerstone Investments held 1,864 shares of JPMorgan Chase worth $548K as of Q1 2026.
W.H. Cornerstone Investments bought 3 JPMorgan Chase shares in Q1 2026, an estimated $910.
JPMorgan Chase made up 0.34% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #58 holding.
W.H. Cornerstone Investments first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
W.H. Cornerstone Investments's JPMorgan Chase position peaked at $600K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.