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Disclosery

Cornerstone Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Cornerstone Advisors, LLC held 184,785 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,785 shares
    Change vs previous 13F +6,789 shares

    1.99% of the 13F portfolio, value $60,485,674.

    13F-HR 0001398344-26-013809 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 177,996 shares
    Change vs previous 13F +5,796 shares

    1.93% of the 13F portfolio, value $52,359,303.

    13F-HR 0001398344-26-008799 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 172,200 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $55,486,284.

    13F-HR 0001398344-26-003109 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 172,200 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $54,317,046.

    13F-HR 0001398344-25-020535 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 172,200 shares
    Change vs previous 13F +1,500 shares

    1.71% of the 13F portfolio, value $49,922,502.

    13F-HR 0001398344-25-014846 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 170,700 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $41,872,710.

    13F-HR 0001398344-25-009115 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 170,700 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $40,918,497.

    13F-HR 0001398344-25-002231 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 170,700 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $35,993,802.

    13F-HR 0001398344-24-020355 filed by Cornerstone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).