PAG
JPM icon

Pinnacle Advisory Group’s JPMorgan Chase JPM Stock Holding History

Pinnacle Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$479K Buy
+3,147
New +$453K 0.02% 169
2020
Q1 		– Sell
-1,592
Closed -$222K – 161
2019
Q4 		$222K Sell
1,592
-737
-32% -$94.5K 0.01% 158
2019
Q3 		$274K Sell
2,329
-683
-23% -$77.3K 0.02% 145
2019
Q2 		$337K Buy
3,012
+35
+1% +$3.86K 0.02% 132
2019
Q1 		$301K Buy
2,977
+380
+15% +$39.1K 0.02% 132
2018
Q4 		$253K Buy
2,597
+129
+5% +$13.7K 0.02% 134
2018
Q3 		$278K Buy
2,468
+162
+7% +$18.4K 0.02% 135
2018
Q2 		$240K Sell
2,306
-926
-29% -$102K 0.01% 128
2018
Q1 		$355K Sell
3,232
-2,491
-44% -$282K 0.02% 146
2017
Q4 		$612K Buy
5,723
+1,999
+54% +$202K 0.04% 119
2017
Q3 		$356K Buy
3,724
+103
+3% +$9.5K 0.02% 147
2017
Q2 		$331K Sell
3,621
-253
-7% -$21.8K 0.02% 147
2017
Q1 		$340K Sell
3,874
-1,763
-31% -$156K 0.02% 142
2016
Q4 		$486K Buy
5,637
+337
+6% +$25.7K 0.03% 109
2016
Q3 		$361K Buy
5,300
+150
+3% +$9.78K 0.03% 84
2016
Q2 		$320K Buy
5,150
+160
+3% +$9.99K 0.02% 99
2016
Q1 		$295K Buy
+4,990
New +$291K 0.03% 85

Other funds holding JPM

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Advisory Group's JPM Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in JPMorgan Chase (JPM) in Q1 2021: 3,147 shares worth $479K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in JPM as recently as Q4 2019.

Pinnacle Advisory Group first reported a position in JPM in Q1 2016 and has held it in 17 quarters since. The position peaked at $612K in Q4 2017. 3,214 funds tracked by Wall St. Rank hold JPM as of Q1 2021.

  • Pinnacle Advisory Group held 3,147 shares of JPMorgan Chase worth $479K as of Q1 2021.
  • JPMorgan Chase was a new Pinnacle Advisory Group position in Q1 2021.
  • JPMorgan Chase made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #169 holding.
  • Pinnacle Advisory Group first reported a position in JPMorgan Chase in Q1 2016 and has held it in 17 quarters since.
  • Pinnacle Advisory Group's JPMorgan Chase position peaked at $612K in Q4 2017.
  • 3,214 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.