Pinnacle Family Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$205K Buy
2021
Q4
Sell
2021
Q3
$266K Sell
2021
Q2
$302K Buy
2021
Q1
$243K Sell
2020
Q4
$283K Buy