A detailed history of Cornerstone Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 12,402 shares of JPM stock, worth $2.73 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,402
Previous 13,424 7.61%
Holding current value
$2.73 Million
Previous $2.69 Million 6.7%
% of portfolio
0.37%
Previous 0.4%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $184,041 - $209,295
-1,022 Reduced 7.61%
12,402 $2.51 Million
Q1 2024

May 08, 2024

BUY
$167.09 - $200.3 $131,332 - $157,435
786 Added 6.22%
13,424 $2.69 Million
Q4 2023

Feb 13, 2024

BUY
$135.69 - $170.3 $22,660 - $28,440
167 Added 1.34%
12,638 $2.15 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $85,209 - $94,010
-595 Reduced 4.55%
12,471 $1.81 Million
Q2 2023

Jul 20, 2023

SELL
$127.47 - $145.44 $298,917 - $341,056
-2,345 Reduced 15.22%
13,066 $1.9 Million
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $131,405 - $151,277
-1,052 Reduced 6.39%
15,411 $2.01 Million
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $19,780 - $26,740
194 Added 1.19%
16,463 $2.21 Million
Q3 2022

Oct 26, 2022

BUY
$20.73 - $120.58 $20,792 - $120,941
1,003 Added 6.57%
16,269 $1.7 Million
Q2 2022

Aug 02, 2022

SELL
$112.61 - $135.91 $1.08 Million - $1.3 Million
-9,569 Reduced 38.53%
15,266 $1.72 Million
Q1 2022

May 20, 2022

BUY
$128.3 - $168.44 $512,173 - $672,412
3,992 Added 19.15%
24,835 $3.39 Million
Q4 2021

Feb 23, 2022

BUY
$153.94 - $171.78 $147,936 - $165,080
961 Added 4.83%
20,843 $3.3 Million
Q3 2021

Nov 16, 2021

BUY
$146.97 - $166.98 $474,272 - $538,844
3,227 Added 19.38%
19,882 $3.25 Million
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $93,579 - $105,689
635 Added 3.96%
16,655 $2.59 Million
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $81,295 - $101,999
-647 Reduced 3.88%
16,020 $2.44 Million
Q4 2020

May 11, 2021

SELL
$96.54 - $127.07 $285,275 - $375,491
-2,955 Reduced 15.06%
16,667 $2.12 Million
Q3 2020

Nov 12, 2020

SELL
$91.28 - $103.82 $179,912 - $204,629
-1,971 Reduced 9.13%
19,622 $1.89 Million
Q2 2020

Aug 10, 2020

BUY
$84.03 - $113.45 $898,280 - $1.21 Million
10,690 Added 98.05%
21,593 $2.03 Million
Q1 2020

May 11, 2020

SELL
$79.03 - $141.09 $13,277 - $23,703
-168 Reduced 1.52%
10,903 $982,000
Q4 2019

Feb 12, 2020

BUY
$111.82 - $139.4 $156,883 - $195,578
1,403 Added 14.51%
11,071 $1.54 Million
Q3 2019

Nov 12, 2019

SELL
$104.8 - $120.23 $65,919 - $75,624
-629 Reduced 6.11%
9,668 $1.14 Million
Q2 2019

Aug 08, 2019

BUY
$104.64 - $116.12 $59,749 - $66,304
571 Added 5.87%
10,297 $1.15 Million
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $42,437 - $46,842
-437 Reduced 4.3%
9,726 $985,000
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $275,959 - $345,383
2,995 Added 41.78%
10,163 $992,000
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $28,078 - $32,148
271 Added 3.93%
7,168 $809,000
Q2 2018

Aug 09, 2018

SELL
$103.24 - $114.29 $60,498 - $66,973
-586 Reduced 7.83%
6,897 $719,000
Q1 2018

May 10, 2018

BUY
$107.01 - $118.77 $91,707 - $101,785
857 Added 12.93%
7,483 $823,000
Q4 2017

Feb 09, 2018

BUY
$95.86 - $107.83 $27,799 - $31,270
290 Added 4.58%
6,626 $709,000
Q3 2017

Nov 14, 2017

SELL
$88.42 - $95.51 $39,258 - $42,406
-444 Reduced 6.55%
6,336 $605,000
Q2 2017

Aug 08, 2017

BUY
N/A
6,780
6,780 $620,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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