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JPMorgan Chase & Co. shares owned by Cornerstone Advisors Asset Management

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

Historical chart of Cornerstone Advisors Asset Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Advisors Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 850 322.22

More positions owned by Cornerstone Advisors Asset Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Series Trust State Street Spd (SPAB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (SPSM)
New York Life Invts Active E Nyli Mackay Muni (MMIN)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Large Cap Etf (VV)
Principal Exchange Traded Spectrum Pfd (PREF)

View all positions for Cornerstone Advisors Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.