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JPMorgan Chase & Co. shares owned by Cornerstone Planning

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

Historical chart of Cornerstone Planning investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6M 14k 323.11

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Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Cornerstone Planning

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.