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Livermore
Livermore
ZHEN

Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Cornerstone Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
26,626
Value
$8.72M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of JPM by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,626$8.72M0.4%−799−2.9%ReducedHolders
Q1 202627,425$8.07M0.4%+3,969+16.9%AddedHolders
Q4 202523,456$7.56M0.4%+352+1.5%AddedHolders
Q3 202523,104$7.29M0.4%+492+2.2%AddedHolders
Q2 202522,612$6.56M0.4%−59−0.3%ReducedHolders
Q1 202522,671$5.56M0.4%+435+2.0%AddedHolders
Q4 202422,236$5.33M0.4%+864+4.0%AddedHolders
Q3 202421,372$4.51M0.3%−500−2.3%ReducedHolders
Q2 202421,872$4.42M0.3%−2,352−9.7%ReducedHolders
Q1 202424,224$4.85M0.4%−567−2.3%ReducedHolders
Q4 202324,791$4.22M0.4%−2,256−8.3%ReducedHolders
Q3 202327,047$3.92M0.4%+2,188+8.8%AddedHolders
Q2 202324,859$3.62M0.3%+3,075+14.1%AddedHolders
Q1 202321,784$2.84M0.3%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202219,373$2.02M0.2%−540−2.7%ReducedHolders
Q2 202219,913$2.24M0.2%+3,990+25.1%AddedHolders
Q1 202215,923$2.17M0.2%−124−0.8%ReducedHolders
Q4 202116,047$2.55M0.2%+940+6.2%AddedHolders
Q3 202115,107$2.47M0.3%+262+1.8%AddedHolders
Q2 202114,845$2.31M0.2%+15+0.1%AddedHolders
Q1 202114,830$2.26M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.