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JPMorgan Chase & Co. shares owned by Cornerstone Financial Partners

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

Historical chart of Cornerstone Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Financial Partners

Quarter filed Position value Share count Share price at filing
2017-12-31 $3.4M 32k 106.97
2017-09-30 $2.6M 27k 95.42
2016-12-31 $561k 6.5k 86.03
2016-09-30 $690k 10k 66.45
2016-06-30 $468k 7.5k 62.02
2016-03-31 $3.2M 53k 59.37
2015-12-31 $3.8M 58k 65.92

More positions owned by Cornerstone Financial Partners

iShares S&P SmallCap 600 Index (IJR)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Mid-Cap ETF (VO)
Consumer Discretionary SPDR (XLY)
iShares S&P 500 Index (IVV)
Wisdomtree Tr intl hedge eqt (HEDJ)
PowerShares Preferred Portfolio
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
Templeton Global Income Fund (SABA)
Bank of America Corporation (BAC)
Spdr S&p 500 Etf (SPY)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Jp Morgan Alerian Mlp Index (AMJ)

View all positions for Cornerstone Financial Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.