A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 707 shares of JPM stock, worth $211,067. This represents 0.05% of its overall portfolio holdings.

Number of Shares
707
Previous 707 -0.0%
Holding current value
$211,067
Previous $204,000 9.31%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025

BUY
$210.28 - $289.91 $148,667 - $204,966
707 New
707 $204,000

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 $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 ...
More about JPM
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