Pinnacle Family Advisors’s JPMorgan Chase JPM Stock Holding History

Pinnacle Family Advisors’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
2026 Q2	–	Sell	-702	Closed	-$206K	–	163
2026 Q1	$206K	Buy	702 +65	+10%	+$19.7K	0.1%	134
2025 Q4	$205K	Buy	+637	New	+$197K	0.09%	140
2021 Q4	–	Sell	-1,628	Closed	-$266K	–	138
2021 Q3	$266K	Sell	1,628 -313	-16%	-$49.1K	0.12%	115
2021 Q2	$302K	Buy	1,941 +344	+22%	+$54K	0.13%	99
2021 Q1	$243K	Sell	1,597 -630	-28%	-$90.6K	0.13%	107
2020 Q4	$283K	Buy	+2,227	New	+$249K	0.17%	92

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle Family Advisors's JPM Position: Q2 2026 in Review

Pinnacle Family Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 702 shares — an estimated $206K sold.

Pinnacle Family Advisors first reported a position in JPM in Q4 2020 and held it in 6 quarters. The position peaked at $302K in Q2 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pinnacle Family Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Pinnacle Family Advisors sold 702 JPMorgan Chase shares in Q2 2026, an estimated $206K.
Pinnacle Family Advisors first reported a position in JPMorgan Chase in Q4 2020 and held it in 6 quarters.
Pinnacle Family Advisors's JPMorgan Chase position peaked at $302K in Q2 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.