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Cornerstone Wealth, LLC/TN → JPM-PM

Cornerstone Wealth, LLC/TN JPM-PM Position History

JPM-PM

Quarters held
3
Latest value
$4.4M
Q3 2026
Peak value
$7.8M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$7.8M
Q2 2026$6.4M
Q3 2026$4.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.4M57.5K——
Q2 2026$6.4M88.3K——
Q1 2026$7.8M118.8K——

Other funds holding JPM-PM

Other Cornerstone Wealth, LLC/TN positions

CSQ

CALAMOS ETF TR

$19.4M
CSQ

CALAMOS ETF TR

$18.7M
CSQ

CALAMOS ETF TR

$18.1M
ETHA

ISHARES TR

$13.5M
ETHA

ISHARES TR

$12.2M
FIS

FIDELITY COVINGTON TRUST

$12M
FIS

FIDELITY COVINGTON TRUST

$9.3M
ETHA

BLACKROCK ETF TRUST

$9M