Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,715,488
+$648,150 QoQ
Shares Held
26,626
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,589
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,229,590 across 6 Banks - Diversified names. JPM ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
26,626 | $8,715,488 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,609 | $3,681,420 | |
| 3 | C |
Citigroup Inc
|
17,178 | $2,404,232 | |
| 4 | BNS |
Bank Of Nova Scotia
|
24,135 | $2,095,883 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,680 | $965,235 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,863 | $367,332 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,715,488 | 26,626 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,067,338 | 27,425 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,557,992 | 23,456 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,287,694 | 23,104 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,555,444 | 22,612 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,561,196 | 22,671 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,330,191 | 22,236 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,506,499 | 21,372 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,423,830 | 21,872 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,852,067 | 24,224 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,216,949 | 24,791 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,922,355 | 27,047 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,615,492 | 24,859 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,838,673 | 21,784 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $2,024,478 | 19,373 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,242,402 | 19,913 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,170,623 | 15,923 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,541,042 | 16,047 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,472,864 | 15,107 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,308,991 | 14,845 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,257,570 | 14,830 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,907,447 | 15,011 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,345,469 | 13,976 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,527,158 | 16,236 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,227,469 | 13,634 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||