JPMorgan Chase & Co. shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 7.1k | 300.78 |
| 2025-09-30 | $2.4M | 7.7k | 309.46 |
| 2025-06-30 | $2.1M | 7.1k | 291.39 |
| 2025-03-31 | $1.3M | 5.3k | 240.88 |
| 2024-12-31 | $1.3M | 4.9k | 265.82 |
| 2024-09-30 | $195k | 873 | 222.91 |
| 2024-03-31 | $182k | 957 | 190.44 |
| 2023-12-31 | $167k | 984 | 170.14 |
| 2023-09-30 | $147k | 1.0k | 144.99 |
| 2023-06-30 | $154k | 1.1k | 145.50 |
| 2022-12-31 | $149k | 1.1k | 134.84 |
More positions owned by Cornerstone Planning Group
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