JPMorgan Chase & Co. shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 61k | 315.43 |
| 2025-06-30 | $18M | 62k | 289.91 |
| 2025-03-31 | $15M | 60k | 245.30 |
| 2024-12-31 | $15M | 62k | 239.71 |
| 2024-09-30 | $13M | 60k | 210.86 |
| 2024-06-30 | $12M | 60k | 202.26 |
| 2024-03-31 | $12M | 59k | 200.30 |
| 2023-12-31 | $7.7M | 45k | 170.10 |
| 2023-09-30 | $6.4M | 44k | 145.02 |
| 2023-06-30 | $6.7M | 46k | 145.44 |
| 2023-03-31 | $6.0M | 46k | 130.31 |
| 2022-12-31 | $6.3M | 47k | 134.10 |
| 2022-09-30 | $4.7M | 45k | 104.49 |
| 2022-06-30 | $4.7M | 42k | 112.60 |
| 2022-03-31 | $5.1M | 37k | 136.32 |
| 2021-12-31 | $9.9M | 62k | 158.36 |
| 2021-09-30 | $5.3M | 33k | 163.67 |
| 2021-06-30 | $4.5M | 31k | 146.97 |
| 2021-03-31 | $4.5M | 30k | 150.54 |
| 2020-12-31 | $3.1M | 25k | 127.08 |
| 2020-09-30 | $259k | 2.7k | 96.10 |
| 2020-06-30 | $428k | 4.6k | 94.02 |
| 2020-03-31 | $3.3M | 36k | 90.04 |
| 2019-12-31 | $4.9M | 35k | 139.39 |
| 2019-09-30 | $4.2M | 36k | 117.68 |
| 2019-06-30 | $2.5M | 22k | 111.79 |
| 2019-03-31 | $822k | 8.1k | 101.22 |