Cornerstone Wealth Management, LLC J P Morgan Diversified Return Transaction History

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 27,446 shares of JPSE stock, worth $1.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,446
Previous 28,835 4.82%
Holding current value
$1.34 Million
Previous $1.31 Million 4.27%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$45.04 - $50.93 $62,560 - $70,741
-1,389 Reduced 4.82%
27,446 $1.37 Million
Q2 2025

Aug 12, 2025
BUY
$38.2 - $45.49 $66,506 - $79,198
1,741 Added 6.43%
28,835 $1.31 Million
Q1 2025

Apr 18, 2025
SELL
$42.78 - $48.51 $54,116 - $61,365
-1,265 Reduced 4.46%
27,094 $1.18 Million
Q4 2024

Jan 17, 2025
BUY
$46.77 - $51.7 $324,630 - $358,849
6,941 Added 32.41%
28,359 $1.33 Million
Q3 2024

Oct 16, 2024
BUY
$43.03 - $48.28 $314,119 - $352,444
7,300 Added 51.71%
21,418 $1.03 Million
Q2 2024

Jul 16, 2024
BUY
$42.08 - $45.34 $17,126 - $18,453
407 Added 2.97%
14,118 $615,000
Q1 2024

Apr 19, 2024
SELL
$41.74 - $45.2 $4,299 - $4,655
-103 Reduced 0.75%
13,711 $619,000
Q4 2023

Jan 10, 2024
SELL
$36.92 - $44.74 $3,027 - $3,668
-82 Reduced 0.59%
13,814 $608,000
Q3 2023

Nov 06, 2023
BUY
$38.77 - $43.1 $538,747 - $598,917
13,896 New
13,896 $545,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
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