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Cornerstone Wealth Group, LLC → JPM-PM
Cornerstone Wealth Group, LLC JPM-PM Position History
JPM-PM
Quarters held
12
Latest value
$391K
Q3 2026
Peak value
$20M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20M |
| Q4 2025 | $6.1M |
| Q4 2025 | $945K |
| Q1 2026 | $18.5M |
| Q1 2026 | $815K |
| Q1 2026 | $337K |
| Q2 2026 | $18.7M |
| Q2 2026 | $762K |
| Q2 2026 | $477K |
| Q3 2026 | $19.3M |
| Q3 2026 | $773K |
| Q3 2026 | $391K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $391K | 7.8K | — | — |
| Q3 2026 | $773K | 13.8K | — | — |
| Q3 2026 | $19.3M | 58.2K | — | — |
| Q2 2026 | $477K | 9.4K | — | — |
| Q2 2026 | $762K | 13.5K | — | — |
| Q2 2026 | $18.7M | 57.3K | — | — |
| Q1 2026 | $337K | 6.7K | — | — |
| Q1 2026 | $815K | 14.2K | — | — |
| Q1 2026 | $18.5M | 59.2K | — | — |
| Q4 2025 | $945K | 18.7K | — | — |
| Q4 2025 | $6.1M | 105.9K | — | — |
| Q4 2025 | $20M | 62.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B