Ownership history in Cornerstone Wealth Management, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JIG). 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 Wealth Management, LLC underperformed the S&P 500 by β6.2% annually on this JIG position. Timing score: 57% (8/14 decisions correct). Average cost basis: $60.83. Maximum drawdown during holding period: β24.6%.
β Significantly underperformed the S&P 500 by 6.2% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 14 add/trim decisions correct
Best entry: $44.03 (2022 Q3) Β· Worst: $73.67 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 1 trim. Bought during 5 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.37% 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