PA
Pinnacle Associates’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Sell |
437,680
-5,344
| -1% | -$1.55M | 1.84% | 6 |
|
|
2025
Q1 | $109M | Sell |
443,024
-3,553
| -0.8% | -$872K | 1.59% | 5 |
|
|
2024
Q4 | $107M | Sell |
446,577
-31,792
| -7% | -$7.62M | 1.45% | 8 |
|
|
2024
Q3 | $81.4M | Buy |
478,369
+21,355
| +5% | +$3.63M | 1.38% | 6 |
|
|
2024
Q2 | $92.4M | Sell |
457,014
-14,784
| -3% | -$2.99M | 1.45% | 7 |
|
|
2024
Q1 | $94.5M | Sell |
471,798
-6,571
| -1% | -$1.32M | 1.49% | 6 |
|
|
2023
Q4 | $81.4M | Sell |
478,369
-290
| -0.1% | -$49.3K | 1.37% | 6 |
|
|
2023
Q3 | $69.4M | Sell |
478,659
-3,316
| -0.7% | -$481K | 1.29% | 6 |
|
|
2023
Q2 | $70.1M | Buy |
481,975
+60,976
| +14% | +$8.87M | 1.22% | 6 |
|
|
2023
Q1 | $54.9M | Sell |
420,999
-1,206
| -0.3% | -$157K | 1.12% | 8 |
|
|
2022
Q4 | $56.6M | Buy |
422,205
+6,762
| +2% | +$907K | 1.23% | 6 |
|
|
2022
Q3 | $43.4M | Buy |
415,443
+5,481
| +1% | +$573K | 1% | 9 |
|
|
2022
Q2 | $46.2M | Buy |
409,962
+1,049
| +0.3% | +$118K | 1.01% | 9 |
|
|
2022
Q1 | $55.7M | Buy |
408,913
+5,566
| +1% | +$759K | 0.99% | 15 |
|
|
2021
Q4 | $63.9M | Sell |
403,347
-3,765
| -0.9% | -$596K | 1.1% | 13 |
|
|
2021
Q3 | $66.6M | Buy |
407,112
+3,152
| +0.8% | +$516K | 1.23% | 8 |
|
|
2021
Q2 | $62.8M | Sell |
403,960
-201
| -0% | -$31.3K | 1.14% | 11 |
|
|
2021
Q1 | $61.5M | Sell |
404,161
-12,434
| -3% | -$1.89M | 1.17% | 11 |
|
|
2020
Q4 | $52.9M | Sell |
416,595
-8,088
| -2% | -$1.03M | 1.07% | 15 |
|
|
2020
Q3 | $40.9M | Sell |
424,683
-2,917
| -0.7% | -$281K | 0.97% | 19 |
|
|
2020
Q2 | $40.2M | Sell |
427,600
-1,893
| -0.4% | -$178K | 0.99% | 18 |
|
|
2020
Q1 | $38.7M | Sell |
429,493
-9,055
| -2% | -$815K | 1.17% | 11 |
|
|
2019
Q4 | $61.1M | Sell |
438,548
-11,450
| -3% | -$1.6M | 1.34% | 7 |
|
|
2019
Q3 | $53M | Buy |
449,998
+707
| +0.2% | +$83.2K | 1.25% | 8 |
|
|
2019
Q2 | $50.2M | Buy |
449,291
+5,076
| +1% | +$568K | 1.18% | 15 |
|
|
2019
Q1 | $45M | Sell |
444,215
-436
| -0.1% | -$44.1K | 1.02% | 18 |
|
|
2018
Q4 | $43.4M | Sell |
444,651
-12,965
| -3% | -$1.27M | 1.12% | 16 |
|
|
2018
Q3 | $51.6M | Buy |
457,616
+773
| +0.2% | +$87.2K | 1.07% | 16 |
|
|
2018
Q2 | $47.6M | Sell |
456,843
-22,373
| -5% | -$2.33M | 0.98% | 18 |
|
|
2018
Q1 | $52.7M | Sell |
479,216
-38,403
| -7% | -$4.22M | 1.03% | 16 |
|
|
2017
Q4 | $55.4M | Buy |
517,619
+7,448
| +1% | +$796K | 1.06% | 15 |
|
|
2017
Q3 | $48.7M | Sell |
510,171
-4,048
| -0.8% | -$387K | 0.9% | 22 |
|
|
2017
Q2 | $47M | Sell |
514,219
-2,834
| -0.5% | -$259K | 0.9% | 25 |
|
|
2017
Q1 | $45.4M | Sell |
517,053
-8,521
| -2% | -$748K | 0.87% | 25 |
|
|
2016
Q4 | $45.4M | Sell |
525,574
-643
| -0.1% | -$55.5K | 0.92% | 25 |
|
|
2016
Q3 | $35M | Buy |
526,217
+10,438
| +2% | +$695K | 0.7% | 36 |
|
|
2016
Q2 | $32.1M | Buy |
515,779
+6,828
| +1% | +$424K | 0.69% | 35 |
|
|
2016
Q1 | $30.1M | Buy |
508,951
+28,102
| +6% | +$1.66M | 0.64% | 39 |
|
|
2015
Q4 | $31.8M | Buy |
480,849
+1,897
| +0.4% | +$125K | 0.67% | 37 |
|
|
2015
Q3 | $29.2M | Buy |
478,952
+12,009
| +3% | +$732K | 0.65% | 41 |
|
|
2015
Q2 | $31.6M | Buy |
466,943
+26,029
| +6% | +$1.76M | 0.59% | 46 |
|
|
2015
Q1 | $26.7M | Buy |
440,914
+10,906
| +3% | +$661K | 0.5% | 56 |
|
|
2014
Q4 | $26.9M | Buy |
430,008
+1,212
| +0.3% | +$75.8K | 0.53% | 50 |
|
|
2014
Q3 | $25.8M | Buy |
428,796
+4,996
| +1% | +$301K | 0.53% | 54 |
|
|
2014
Q2 | $24.4M | Sell |
423,800
-1,777
| -0.4% | -$102K | 0.48% | 57 |
|
|
2014
Q1 | $25.8M | Sell |
425,577
-1,004
| -0.2% | -$61K | 0.5% | 53 |
|
|
2013
Q4 | $24.9M | Sell |
426,581
-2,700
| -0.6% | -$158K | 0.49% | 57 |
|
|
2013
Q3 | $22.2M | Buy |
429,281
+38,595
| +10% | +$2M | 0.46% | 61 |
|
|
2013
Q2 | $20.6M | Buy |
+390,686
| New | +$20.6M | 0.46% | 64 |
|