Ownership history in Cornerstone Advisory, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JPIE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 632,844 | +35,286 | +5.9% | 2.79% | $29.3M | $45.88 |
| 2025 Q3 | ADDED | 597,558 | +35,122 | +6.2% | 2.72% | $27.7M | $45.14 |
| 2025 Q2 | ADDED | 562,436 | +21,513 | +4.0% | 2.80% | $26.1M | $44.41 |
| 2025 Q1 | ADDED | 540,923 | +49,058 | +10.0% | 2.89% | $24.7M | $43.56 |
| 2024 Q4 | ADDED | 491,865 | +398,276 | +425.6% | 2.56% | $22.6M | $42.72 |
| 2024 Q3 | ADDED | 93,589 | +85,347 | +1035.5% | 0.57% | $4.3M | $42.59 |
| 2024 Q2 | ADDED | 8,242 | +2,443 | +42.1% | 0.05% | $375K | $41.10 |
| 2024 Q1 | REDUCED | 5,799 | -222 | -3.7% | 0.04% | $264K | $40.56 |
| 2023 Q4 | REDUCED | 6,021 | -8,644 | -58.9% | 0.04% | $275K | $40.18 |
| 2023 Q3 | REDUCED | 14,665 | -3,811 | -20.6% | 0.11% | $651K | $38.29 |
As of 2025 Q4 — sorted by position size