Cornerstone Planning Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1822587 FAIRFIELD, NJ

Position in JPM

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

Position Value

$2,401,620

+$237,191 QoQ

Shares Held

7,337

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.41%

of 13F equity value

Holder Rank

#2,820

of 5,076 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. JPM ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn	1,696	$140,157
4	C	Citigroup Inc	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG	1,137	$56,349

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,401,620	7,337	-0.3%	Shares	Sole	2026-07-29
2026-03-31	$2,164,429	7,358	+3.8%	Shares	Sole	2026-05-06
2025-12-31	$2,285,184	7,092	-8.3%	Shares	Sole	2026-02-02
2025-09-30	$2,439,220	7,733	+8.9%	Shares	Sole	2025-11-04
2025-06-30	$2,058,940	7,102	+33.3%	Shares	Sole	2025-08-11
2025-03-31	$1,306,467	5,326	+8.5%	Shares	Sole	2025-04-30
2024-12-31	$1,176,256	4,907	+462.1%	Shares	Sole	2025-01-29
2024-09-30	$184,080	873	-3.1%	Shares	Sole	2024-11-05
2024-06-30	$182,236	901	-5.9%	Shares	Sole	2024-08-13
2024-03-31	$191,687	957	-2.7%	Shares	Sole	2024-05-07
2023-12-31	$167,378	984	-3.1%	Shares	Sole	2024-02-12
2023-09-30	$147,340	1,016	-3.7%	Shares	Sole	2023-11-08
2023-06-30	$153,439	1,055	-4.3%	Shares	Sole	2023-08-15
2022-12-31	$147,778	1,102	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.