Cornerstone Planning, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1802105 CHARLOTTE, NC

Position in JPM

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

Position Value

$4,473,291

+$440,358 QoQ

Shares Held

13,666

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#2,198

of 5,058 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning, LLC holds $7,618,656 across 3 Banks - Diversified names. JPM ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,666	$4,473,291
2	HSBC	Hsbc Holdings PLC	22,281	$2,118,700
3	BAC	Bank Of America Corp /De/	18,018	$1,026,665

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,473,291	13,666	-0.3%	Shares	Sole	2026-07-30
2026-03-31	$4,032,933	13,710	-3.3%	Shares	Sole	2026-05-11
2025-12-31	$4,568,757	14,179	+2.5%	Shares	Sole	2026-03-17
2024-12-31	$3,316,148	13,834	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.