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JPMorgan Chase & Co. shares owned by W.H. Cornerstone Investments

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

Historical chart of W.H. Cornerstone Investments investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by W.H. Cornerstone Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $507k 2.4k 210.90
2024-06-30 $408k 2.0k 202.38
2024-03-31 $406k 2.0k 200.49
2023-12-31 $258k 1.5k 170.18
2023-09-30 $206k 1.4k 145.07

More positions owned by W.H. Cornerstone Investments

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Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Procter & Gamble Company (PG)

View all positions for W.H. Cornerstone Investments

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.