Ownership history in Cornerstone Advisors, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisors, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Advisors, LLC outperformed the S&P 500 by +6.0% annually on this JPM position. Timing score: 41% (7/17 decisions correct). Average cost basis: $122.89. Maximum drawdown during holding period: β35.0%.
π₯ Exceptional β beat the S&P 500 by 6.0% per year on this position.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $102.29 (2022 Q2) Β· Worst: $285.83 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 9 trims. Bought during 2 of 5 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.85% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size