Cornerstone Advisory, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1668189 HUNT VALLEY, MD

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,656,269

+$588,919 QoQ

Shares Held

14,225

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#2,166

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $7,118,657 across 4 Banks - Diversified names. JPM ranks #1 (65.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	14,225	$4,656,269
2	BAC	Bank Of America Corp /De/	26,935	$1,534,756
3	WFC	Wells Fargo & Company/Mn	8,544	$706,076
4	C	Citigroup Inc	1,583	$221,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,656,269	14,225	+2.9%	Shares	Sole	2026-07-29
2026-03-31	$4,067,350	13,827	+3.3%	Shares	Sole	2026-05-04
2025-12-31	$4,313,881	13,388	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$4,263,667	13,517	+1.6%	Shares	Sole	2025-11-07
2025-06-30	$3,856,382	13,302	+1.7%	Shares	Sole	2025-07-30
2025-03-31	$3,209,014	13,082	+0.9%	Shares	Sole	2025-05-07
2024-12-31	$3,108,079	12,966	+3.3%	Shares	Sole	2025-02-18
2024-09-30	$2,647,769	12,557	+1.2%	Shares	Sole	2024-11-12
2024-06-30	$2,508,428	12,402	-7.6%	Shares	Sole	2024-08-14
2024-03-31	$2,688,827	13,424	+6.2%	Shares	Sole	2024-05-08
2023-12-31	$2,149,723	12,638	+1.3%	Shares	Sole	2024-02-13
2023-09-30	$1,808,544	12,471	-4.6%	Shares	Sole	2023-11-14
2023-06-30	$1,900,319	13,066	-15.2%	Shares	Sole	2023-07-20
2023-03-31	$2,008,207	15,411	-6.4%	Shares	Sole	2023-05-04
2022-12-31	$2,207,688	16,463	+1.2%	Shares	Sole	2023-02-13
2022-09-30	$1,700,110	16,269	+6.6%	Shares	Sole	2022-10-26
2022-06-30	$1,719,104	15,266	-38.5%	Shares	Sole	2022-08-02
2022-03-31	$3,385,506	24,835	+19.2%	Shares	Sole	2022-05-20
2021-12-31	$3,300,488	20,843	+4.8%	Shares	Sole	2022-02-23
2021-09-30	$3,254,483	19,882	+19.4%	Shares	Sole	2021-11-16
2021-06-30	$2,590,518	16,655	+4.0%	Shares	Sole	2021-08-16
2021-03-31	$2,438,724	16,020	-3.9%	Shares	Sole	2021-05-13
2020-12-31	$2,117,874	16,667	-15.1%	Shares	Sole	2021-05-11
2020-09-30	$1,889,009	19,622	-9.1%	Shares	Sole	2020-11-12
2020-06-30	$2,031,037	21,593	+98.0%	Shares	Sole	2020-08-10
2020-03-31	$981,597	10,903	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.