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 Q2	$1.14M	Buy	3,474 +1,610	+86%	+$500K	0.64%	37
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

W.H. Cornerstone Investments's JPM Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its JPMorgan Chase (JPM) stake by 86% in Q2 2026, buying an estimated $500K and bringing the position to 3,474 shares worth $1.14M. The position accounts for 0.64% of the portfolio, ranked #37.

W.H. Cornerstone Investments first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

W.H. Cornerstone Investments held 3,474 shares of JPMorgan Chase worth $1.14M as of Q2 2026.
W.H. Cornerstone Investments bought 1,610 JPMorgan Chase shares in Q2 2026, an estimated $500K.
JPMorgan Chase made up 0.64% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #37 holding.
W.H. Cornerstone Investments first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.