A detailed history of Cornerstone Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 21,372 shares of JPM stock, worth $5.18 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
21,372
Previous 21,872 2.29%
Holding current value
$5.18 Million
Previous $4.42 Million 1.83%
% of portfolio
0.32%
Previous 0.35%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$194.9 - $224.8 $97,450 - $112,400
-500 Reduced 2.29%
21,372 $4.5 Million
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $423,548 - $481,666
-2,352 Reduced 9.71%
21,872 $4.42 Million
Q1 2024

Apr 19, 2024

SELL
$167.09 - $200.3 $94,740 - $113,570
-567 Reduced 2.29%
24,224 $4.85 Million
Q4 2023

Jan 10, 2024

SELL
$135.69 - $170.3 $306,116 - $384,196
-2,256 Reduced 8.34%
24,791 $4.22 Million
Q3 2023

Nov 06, 2023

BUY
$143.21 - $158.0 $313,343 - $345,704
2,188 Added 8.8%
27,047 $3.92 Million
Q2 2023

Jul 14, 2023

BUY
$127.47 - $145.44 $391,970 - $447,228
3,075 Added 14.12%
24,859 $3.62 Million
Q1 2023

May 15, 2023

BUY
$124.91 - $143.8 $301,158 - $346,701
2,411 Added 12.45%
21,784 $2.84 Million
Q3 2022

Oct 14, 2022

SELL
$20.73 - $120.58 $11,194 - $65,113
-540 Reduced 2.71%
19,373 $2.02 Million
Q2 2022

Aug 04, 2022

BUY
$112.61 - $135.91 $449,313 - $542,280
3,990 Added 25.06%
19,913 $2.24 Million
Q1 2022

Apr 21, 2022

SELL
$128.3 - $168.44 $15,909 - $20,886
-124 Reduced 0.77%
15,923 $2.17 Million
Q4 2021

Feb 14, 2022

BUY
$153.94 - $171.78 $144,703 - $161,473
940 Added 6.22%
16,047 $2.55 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $38,506 - $43,748
262 Added 1.76%
15,107 $2.47 Million
Q2 2021

Aug 09, 2021

BUY
$147.37 - $166.44 $2,210 - $2,496
15 Added 0.1%
14,845 $2.31 Million
Q1 2021

Apr 30, 2021

SELL
$125.65 - $157.65 $22,742 - $28,534
-181 Reduced 1.21%
14,830 $2.26 Million
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $99,918 - $131,517
1,035 Added 7.41%
15,011 $1.91 Million
Q3 2020

Oct 13, 2020

SELL
$91.28 - $103.82 $206,292 - $234,633
-2,260 Reduced 13.92%
13,976 $1.35 Million
Q2 2020

Jul 16, 2020

BUY
$84.03 - $113.45 $218,646 - $295,196
2,602 Added 19.08%
16,236 $1.53 Million
Q1 2020

May 13, 2020

BUY
$79.03 - $141.09 $42,281 - $75,483
535 Added 4.08%
13,634 $1.23 Million
Q4 2019

Feb 20, 2020

SELL
$111.82 - $139.4 $45,510 - $56,735
-407 Reduced 3.01%
13,099 $1.83 Million
Q3 2019

Oct 29, 2019

SELL
$104.8 - $120.23 $237,791 - $272,801
-2,269 Reduced 14.38%
13,506 $1.59 Million
Q2 2019

Aug 02, 2019

SELL
$104.64 - $116.12 $425,466 - $472,143
-4,066 Reduced 20.49%
15,775 $1.77 Million
Q1 2019

May 13, 2019

BUY
$97.11 - $107.19 $427,089 - $471,421
4,398 Added 28.48%
19,841 $3.07 Million
Q4 2018

Feb 13, 2019

SELL
$92.14 - $115.32 $125 Million - $156 Million
-1,354,046 Reduced 98.87%
15,443 $1.51 Million
Q3 2018

Oct 19, 2018

SELL
$103.61 - $118.63 $63.2 Million - $72.4 Million
-610,432 Reduced 30.83%
1,369,489 $14.2 Million
Q2 2018

Jul 20, 2018

BUY
$103.24 - $114.29 $203 Million - $224 Million
1,961,806 Added 10829.73%
1,979,921 $18.8 Million
Q1 2018

Apr 24, 2018

SELL
$107.01 - $118.77 $37,988 - $42,163
-355 Reduced 1.92%
18,115 $1.95 Million
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $408,938 - $460,002
4,266 Added 30.03%
18,470 $2 Million
Q3 2017

Nov 14, 2017

BUY
$88.42 - $95.51 $79,578 - $85,959
900 Added 6.76%
14,204 $1.38 Million
Q2 2017

Aug 11, 2017

BUY
N/A
13,304
13,304 $1.24 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $711B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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