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

Cornerstone Wealth Management, LLC

$1.59 Billion
Q2 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 28,835 shares of JPSE stock, worth $1.44 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

28,835

Previous 27,094 6.43%

Holding current value

$1.44 Million

Previous $1.18 Million 11.01%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

9.23M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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