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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.

Tip: Access up to 7 years of quarterly data

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

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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
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