Cornerstone Wealth Advisors, Inc.: JPM position timeline

Cornerstone Wealth Advisors, Inc. held 784 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 784 shares

   Change vs previous 13F +75 shares

   0.05% of the 13F portfolio, value $256,748.

   13F-HR 0001862176-26-000003 filed by Cornerstone Wealth Advisors, Inc.
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 709 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $208,669.

   13F-HR 0001862176-26-000002 filed by Cornerstone Wealth Advisors, Inc.
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 709 shares

   Change vs previous 13F +2 shares

   0.05% of the 13F portfolio, value $228,574.

   13F-HR 0001862176-26-000001 filed by Cornerstone Wealth Advisors, Inc.
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 707 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $223,126.

   13F-HR 0001862176-25-000003 filed by Cornerstone Wealth Advisors, Inc.
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 707 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $205,074.

   13F-HR 0001085146-25-003954 filed by Cornerstone Wealth Advisors, Inc.
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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