J.P. Morgan Private Wealth Advisors’s Pinnacle Financial Partners PNFP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$885K Sell
13,203
-3,559
-21% -$239K ﹤0.01% 1019
2023
Q2
$950K Buy
16,762
+1,756
+12% +$99.5K ﹤0.01% 778
2023
Q1
$828K Buy
15,006
+821
+6% +$45.3K ﹤0.01% 1258
2022
Q4
$1.04M Buy
14,185
+289
+2% +$21.2K ﹤0.01% 1121
2022
Q3
$1.13M Buy
13,896
+1,051
+8% +$85.2K ﹤0.01% 1076
2022
Q2
$929K Buy
12,845
+355
+3% +$25.7K ﹤0.01% 1175
2022
Q1
$1.15M Buy
12,490
+1,497
+14% +$138K ﹤0.01% 1149
2021
Q4
$1.05M Buy
10,993
+79
+0.7% +$7.55K ﹤0.01% 1215
2021
Q3
$1.03M Buy
10,914
+3,288
+43% +$309K ﹤0.01% 1197
2021
Q2
$673K Buy
7,626
+4,224
+124% +$373K ﹤0.01% 1370
2021
Q1
$302K Sell
3,402
-3,003
-47% -$267K ﹤0.01% 1528
2020
Q4
$413K Sell
6,405
-185
-3% -$11.9K ﹤0.01% 1366
2020
Q3
$235K Sell
6,590
-875
-12% -$31.2K ﹤0.01% 1468
2020
Q2
$313K Buy
7,465
+1,885
+34% +$79K ﹤0.01% 1289
2020
Q1
$209K Sell
5,580
-12,646
-69% -$474K ﹤0.01% 1282
2019
Q4
$1.17M Buy
18,226
+11,318
+164% +$724K 0.01% 747
2019
Q3
$392K Sell
6,908
-3
-0% -$170 ﹤0.01% 1085
2019
Q2
$397K Sell
6,911
-6
-0.1% -$345 ﹤0.01% 1059
2019
Q1
$378K Buy
6,917
+277
+4% +$15.1K ﹤0.01% 1122
2018
Q4
$306K Sell
6,640
-120
-2% -$5.53K ﹤0.01% 1159
2018
Q3
$407K Buy
6,760
+34
+0.5% +$2.05K ﹤0.01% 1159
2018
Q2
$413K Buy
+6,726
New +$413K ﹤0.01% 1082