Pinnacle Financial Group’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
Q3 | $468K | Buy |
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|
2025
Q2 | $427K | Buy |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $359K | Buy |
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