PB
Pinnacle Bancorp’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Sell |
20,011
-282
| -1% | -$81.8K | 1.79% | 9 |
|
|
2025
Q1 | $4.98M | Sell |
20,293
-216
| -1% | -$53K | 1.62% | 11 |
|
|
2024
Q4 | $4.92M | Sell |
20,509
-732
| -3% | -$175K | 1.6% | 12 |
|
|
2024
Q3 | $4.48M | Buy |
21,241
+5,200
| +32% | +$1.1M | 1.2% | 14 |
|
|
2024
Q2 | $3.24M | Sell |
16,041
-4
| -0% | -$809 | 0.96% | 17 |
|
|
2024
Q1 | $3.21M | Buy |
16,045
+19
| +0.1% | +$3.81K | 0.95% | 16 |
|
|
2023
Q4 | $2.73M | Sell |
16,026
-9,494
| -37% | -$1.61M | 0.89% | 18 |
|
|
2023
Q3 | $3.7M | Sell |
25,520
-6,783
| -21% | -$984K | 1.32% | 11 |
|
|
2023
Q2 | $4.7M | Buy |
32,303
+272
| +0.8% | +$39.6K | 1.61% | 9 |
|
|
2023
Q1 | $4.17M | Buy |
32,031
+124
| +0.4% | +$16.2K | 1.53% | 10 |
|
|
2022
Q4 | $4.28M | Sell |
31,907
-1,442
| -4% | -$193K | 1.65% | 8 |
|
|
2022
Q3 | $3.49M | Buy |
33,349
+49
| +0.1% | +$5.12K | 1.5% | 9 |
|
|
2022
Q2 | $3.75M | Buy |
33,300
+93
| +0.3% | +$10.5K | 1.54% | 9 |
|
|
2022
Q1 | $4.53M | Buy |
33,207
+127
| +0.4% | +$17.3K | 1.57% | 9 |
|
|
2021
Q4 | $5.24M | Buy |
33,080
+10,542
| +47% | +$1.67M | 1.85% | 7 |
|
|
2021
Q3 | $3.69M | Buy |
22,538
+11,189
| +99% | +$1.83M | 1.48% | 9 |
|
|
2021
Q2 | $1.77M | Buy |
11,349
+68
| +0.6% | +$10.6K | 0.81% | 19 |
|
|
2021
Q1 | $1.72M | Sell |
11,281
-6
| -0.1% | -$913 | 0.83% | 19 |
|
|
2020
Q4 | $1.43M | Buy |
11,287
+155
| +1% | +$19.7K | 0.88% | 23 |
|
|
2020
Q3 | $1.07M | Buy |
11,132
+139
| +1% | +$13.4K | 0.76% | 28 |
|
|
2020
Q2 | $1.03M | Hold |
10,993
| – | – | 0.77% | 30 |
|
|
2020
Q1 | $990K | Buy |
10,993
+223
| +2% | +$20.1K | 0.85% | 25 |
|
|
2019
Q4 | $1.5M | Sell |
10,770
-66
| -0.6% | -$9.2K | 1.04% | 16 |
|
|
2019
Q3 | $1.28M | Buy |
10,836
+232
| +2% | +$27.3K | 0.73% | 18 |
|
|
2019
Q2 | $1.19M | Sell |
10,604
-322
| -3% | -$36K | 0.67% | 25 |
|
|
2019
Q1 | $1.11M | Buy |
10,926
+20
| +0.2% | +$2.03K | 0.64% | 27 |
|
|
2018
Q4 | $1.07M | Buy |
+10,906
| New | +$1.07M | 0.66% | 27 |
|
|
2017
Q1 | $929K | Buy |
+10,575
| New | +$929K | 0.66% | 24 |
|