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JP Morgan Private Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$885K Sell
13,203
-3,559
-21% -$240K ﹤0.01% 1019
2023
Q2 		$950K Buy
16,762
+1,756
+12% +$92.5K ﹤0.01% 778
2023
Q1 		$828K Buy
15,006
+821
+6% +$57.6K ﹤0.01% 1258
2022
Q4 		$1.04M Buy
14,185
+289
+2% +$23.2K ﹤0.01% 1121
2022
Q3 		$1.13M Buy
13,896
+1,051
+8% +$84K ﹤0.01% 1076
2022
Q2 		$929K Buy
12,845
+355
+3% +$28K ﹤0.01% 1175
2022
Q1 		$1.15M Buy
12,490
+1,497
+14% +$148K ﹤0.01% 1149
2021
Q4 		$1.05M Buy
10,993
+79
+0.7% +$7.73K ﹤0.01% 1215
2021
Q3 		$1.03M Buy
10,914
+3,288
+43% +$302K ﹤0.01% 1197
2021
Q2 		$673K Buy
7,626
+4,224
+124% +$378K ﹤0.01% 1370
2021
Q1 		$302K Sell
3,402
-3,003
-47% -$238K ﹤0.01% 1528
2020
Q4 		$413K Sell
6,405
-185
-3% -$9.54K ﹤0.01% 1366
2020
Q3 		$235K Sell
6,590
-875
-12% -$34.8K ﹤0.01% 1468
2020
Q2 		$313K Buy
7,465
+1,885
+34% +$74.8K ﹤0.01% 1289
2020
Q1 		$209K Sell
5,580
-12,646
-69% -$685K ﹤0.01% 1282
2019
Q4 		$1.17M Buy
18,226
+11,318
+164% +$683K 0.01% 747
2019
Q3 		$392K Sell
6,908
-3
-0% -$168 ﹤0.01% 1085
2019
Q2 		$397K Sell
6,911
-6
-0.1% -$338 ﹤0.01% 1059
2019
Q1 		$378K Buy
6,917
+277
+4% +$15.3K ﹤0.01% 1122
2018
Q4 		$306K Sell
6,640
-120
-2% -$6.37K ﹤0.01% 1159
2018
Q3 		$407K Buy
6,760
+34
+0.5% +$2.15K ﹤0.01% 1160
2018
Q2 		$413K Buy
+6,726
New +$437K ﹤0.01% 1082

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PNFP Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Pinnacle Financial Partners Inc (PNFP) stake by 21% in Q3 2023, selling an estimated $240K and leaving 13,203 shares worth $885K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

JP Morgan Private Wealth Advisors first reported a position in PNFP in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2019. 391 funds tracked by Wall St. Rank hold PNFP as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,203 shares of Pinnacle Financial Partners Inc worth $885K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,559 Pinnacle Financial Partners Inc shares in Q3 2023, an estimated $240K.
  • Pinnacle Financial Partners Inc made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1019 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Pinnacle Financial Partners Inc in Q2 2018 and has held it in 22 quarters since.
  • JP Morgan Private Wealth Advisors's Pinnacle Financial Partners Inc position peaked at $1.17M in Q4 2019.
  • 391 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.