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JPMorgan Chase & Co. shares owned by Cornerstone Retirement Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cornerstone Retirement Group from 13F filings

Historical chart of Cornerstone Retirement Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cornerstone Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Retirement Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $303k 2.1k 145.04
2023-06-30 $324k 2.2k 145.44
2023-03-31 $267k 2.0k 130.31
2022-12-31 $241k 1.8k 134.10

More positions owned by Cornerstone Retirement Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Guggenheim Strategic Opportu Com Sbi (GOF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Invt Grd Corp Bd (LQDW)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)

View all positions for Cornerstone Retirement Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.