JPMorgan Chase & Co. shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.9M | 24k | 200.30 |
| 2023-12-31 | $4.2M | 25k | 170.10 |
| 2023-09-30 | $3.9M | 27k | 145.02 |
| 2023-06-30 | $3.6M | 25k | 145.44 |
| 2023-03-31 | $2.8M | 22k | 130.31 |
| 2022-09-30 | $2.0M | 19k | 104.48 |
| 2022-06-30 | $2.2M | 20k | 112.59 |
| 2022-03-31 | $2.2M | 16k | 136.34 |
| 2021-12-31 | $2.6M | 16k | 158.97 |
| 2021-09-30 | $2.5M | 15k | 163.70 |
| 2021-06-30 | $2.3M | 15k | 155.54 |
| 2021-03-31 | $2.3M | 15k | 152.26 |
| 2020-12-31 | $1.9M | 15k | 127.11 |
| 2020-09-30 | $1.3M | 14k | 96.24 |
| 2020-06-30 | $1.5M | 16k | 94.05 |
| 2020-03-31 | $1.2M | 14k | 90.00 |
| 2019-12-31 | $1.8M | 13k | 139.40 |
| 2019-09-30 | $1.6M | 14k | 117.65 |
| 2019-06-30 | $1.8M | 16k | 111.57 |
| 2019-03-31 | $3.3M | 20k | 164.41 |
| 2018-12-31 | $1.5M | 15k | 98.04 |
| 2018-09-30 | $14M | 1.4M | 10.37 |
| 2018-06-30 | $19M | 2.0M | 9.52 |
| 2018-03-31 | $2.0M | 18k | 107.73 |
| 2017-12-31 | $2.0M | 19k | 108.45 |
| 2017-09-30 | $1.4M | 14k | 96.87 |
| 2017-06-30 | $1.2M | 13k | 93.13 |
| 2017-03-31 | $1.0M | 12k | 86.18 |
| 2016-12-31 | $969k | 11k | 87.16 |
| 2016-09-30 | $758k | 11k | 66.58 |
More positions owned by Cornerstone Wealth Management
View all positions for Cornerstone Wealth Management