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Disclosery

Cornerstone Planning Group LLC: JPM position timeline

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

Cornerstone Planning Group LLC held 7,337 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,337 shares
    Change vs previous 13F -21 shares

    0.32% of the 13F portfolio, value $2,554,828.

    13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group 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 7,358 shares
    Change vs previous 13F +266 shares

    0.3% of the 13F portfolio, value $2,276,297.

    13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group 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 7,092 shares
    Change vs previous 13F -641 shares

    0.33% of the 13F portfolio, value $2,133,166.

    13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group 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 7,733 shares
    Change vs previous 13F +631 shares

    0.38% of the 13F portfolio, value $2,393,048.

    13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group 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 7,102 shares
    Change vs previous 13F +1,776 shares

    0.42% of the 13F portfolio, value $2,069,450.

    13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group 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 5,326 shares
    Change vs previous 13F +419 shares

    0.31% of the 13F portfolio, value $1,282,911.

    13F-HR 0001822587-25-000002 filed by Cornerstone Planning Group 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 4,907 shares
    Change vs previous 13F +4,034 shares

    0.32% of the 13F portfolio, value $1,304,401.

    13F-HR 0001822587-25-000001 filed by Cornerstone Planning Group 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 873 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $194,602.

    13F-HR 0001822587-24-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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