Cornerstone Advisory, LLC Jpmorgan Chase & CO Transaction History

Cornerstone Advisory, LLC

$848 Million
Q2 2025

A detailed history of Cornerstone Advisory, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cornerstone Advisory, LLC holds 13,302 shares of JPM stock, worth $3.97 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

13,302

Previous 13,082 1.68%

Holding current value

$3.97 Million

Previous $3.21 Million 20.16%

% of portfolio

0.45%

Previous 0.4%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$210.28 - $289.91 $46,261 - $63,780	220 Added 1.68%	13,302 $3.86 Million
Q1 2025 May 07, 2025	BUY	$225.19 - $279.95 $26,122 - $32,474	116 Added 0.89%	13,082 $3.21 Million
Q4 2024 Feb 18, 2025	BUY	$205.18 - $250.29 $83,918 - $102,368	409 Added 3.26%	12,966 $3.11 Million
Q3 2024 Nov 12, 2024	BUY	$194.9 - $224.8 $30,209 - $34,844	155 Added 1.25%	12,557 $2.65 Million
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

# of Institutions

5,348

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $876B
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 ...

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Cornerstone Advisory, LLC Jpmorgan Chase & CO Transaction History