Position in JPM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,748,480
+$1,330,384 QoQ
Shares Held
57,277
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.77%
of 13F equity value
Holder Rank
#1,042
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $45,842,333 across 9 Banks - Diversified names. JPM ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
57,277 | $18,748,480 | |
| 2 | BAC |
Bank Of America Corp /De/
|
304,350 | $17,341,863 | |
| 3 | C |
Citigroup Inc
|
52,619 | $7,364,555 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,233 | $845,655 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,239 | $468,391 | |
| 6 | BCS |
Barclays PLC
|
14,194 | $381,250 | |
| 7 | SAN |
Banco Santander, S.A.
|
17,463 | $240,989 | |
| 8 | ING |
Ing Groep NV
|
7,201 | $225,967 |
All Filings in JPM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,748,480 | 57,277 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,418,096 | 59,213 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $19,991,495 | 62,043 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $19,321,033 | 61,253 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $17,848,019 | 61,564 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $14,806,062 | 60,359 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,908,044 | 62,192 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,745,221 | 60,444 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,063,999 | 59,646 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,871,781 | 59,270 | Shares | Sole | 2024-04-17 | |
| 2023-09-30 | $6,392,916 | 44,083 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,673,223 | 45,883 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,985,007 | 45,929 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,336,090 | 47,249 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $4,735,313 | 45,314 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,718,359 | 41,900 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,088,144 | 37,325 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,886,582 | 62,435 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $5,333,511 | 32,583 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,764,656 | 30,633 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,526,254 | 29,733 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,127,700 | 24,614 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $259,447 | 2,695 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $428,161 | 4,552 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,277,542 | 36,405 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||