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JP Morgan Private Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,539
Closed -$280K – 1804
2023
Q1 		$280K Sell
3,539
-112
-3% -$8.45K ﹤0.01% 1703
2022
Q4 		$278K Sell
3,651
-685
-16% -$48.9K ﹤0.01% 1682
2022
Q3 		$280K Sell
4,336
-57
-1% -$4.2K ﹤0.01% 1680
2022
Q2 		$321K Buy
4,393
+469
+12% +$35.1K ﹤0.01% 1615
2022
Q1 		$306K Buy
3,924
+49
+1% +$3.51K ﹤0.01% 1739
2021
Q4 		$274K Buy
3,875
+228
+6% +$15.3K ﹤0.01% 1780
2021
Q3 		$264K Sell
3,647
-872
-19% -$69.1K ﹤0.01% 1748
2021
Q2 		$370K Buy
+4,519
New +$382K ﹤0.01% 1603
2018
Q1 		– Sell
-3,985
Closed -$339K – 1360
2017
Q4 		$339K Sell
3,985
-766
-16% -$67.6K ﹤0.01% 1008
2017
Q3 		$402K Buy
4,751
+225
+5% +$19.7K ﹤0.01% 931
2017
Q2 		$385K Sell
4,526
-99,280
-96% -$8.55M ﹤0.01% 919
2017
Q1 		$8.65M Buy
103,806
+100,584
+3,122% +$8.04M 0.07% 236
2016
Q4 		$252K Sell
3,222
-2,269
-41% -$170K ﹤0.01% 1076
2016
Q3 		$418K Buy
5,491
+2,078
+61% +$162K ﹤0.01% 853
2016
Q2 		$277K Sell
3,413
-198,425
-98% -$14.8M ﹤0.01% 1017
2016
Q1 		$15.2M Buy
201,838
+100,686
+100% +$6.88M 0.14% 137
2015
Q4 		$6.52M Buy
101,152
+150
+0.1% +$9.55K 0.07% 213
2015
Q3 		$6.48M Sell
101,002
-78
-0.1% -$4.77K 0.08% 202
2015
Q2 		$5.75M Sell
101,080
-3
-0% -$181 0.07% 232
2015
Q1 		$6.44M Sell
101,083
-522
-0.5% -$34.8K 0.07% 221
2014
Q4 		$6.94M Hold
101,605
– – 0.08% 215
2014
Q3 		$5.55M Buy
+101,605
New +$5.66M 0.07% 237

Other funds holding PNW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JP Morgan Private Wealth Advisors's PNW Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q2 2023, closing a stake of 3,539 shares — an estimated $280K sold.

JP Morgan Private Wealth Advisors first reported a position in PNW in Q3 2014 and held it in 22 quarters. The position peaked at $15.2M in Q1 2016. 524 funds tracked by Wall St. Rank hold PNW as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Pinnacle West Capital position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,539 Pinnacle West Capital shares in Q2 2023, an estimated $280K.
  • JP Morgan Private Wealth Advisors first reported a position in Pinnacle West Capital in Q3 2014 and held it in 22 quarters.
  • JP Morgan Private Wealth Advisors's Pinnacle West Capital position peaked at $15.2M in Q1 2016.
  • 524 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.