PFG
JPM icon

Pinnacle Financial Group’s JPMorgan Chase JPM Stock Holding History

Pinnacle Financial Group’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
Q1 		$432K Sell
1,469
-150
-9% -$45.5K 0.12% 70
2025
Q4 		$522K Buy
1,619
+136
+9% +$42.1K 0.15% 64
2025
Q3 		$468K Buy
1,483
+9
+0.6% +$2.68K 0.14% 65
2025
Q2 		$427K Buy
1,474
+64
+5% +$16.3K 0.14% 62
2025
Q1 		$346K Buy
1,410
+14
+1% +$3.57K 0.13% 68
2024
Q4 		$335K Buy
1,396
+314
+29% +$73.1K 0.13% 66
2024
Q3 		$228K Sell
1,082
-34
-3% -$7.16K 0.09% 75
2024
Q2 		$226K Buy
+1,116
New +$218K 0.1% 67
2023
Q3 		– Sell
-1,882
Closed -$274K – 60
2023
Q2 		$274K Sell
1,882
-1
-0.1% -$138 0.16% 55
2023
Q1 		$245K Buy
1,883
+55
+3% +$7.54K 0.15% 58
2022
Q4 		$245K Sell
1,828
-368
-17% -$46.6K 0.17% 53
2022
Q3 		$230K Sell
2,196
-102
-4% -$11.7K 0.2% 50
2022
Q2 		$259K Sell
2,298
-320
-12% -$39.6K 0.22% 48
2022
Q1 		$357K Buy
2,618
+349
+15% +$51.5K 0.29% 43
2021
Q4 		$359K Buy
+2,269
New +$373K 0.28% 43

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle Financial Group's JPM Position: Q1 2026 in Review

Pinnacle Financial Group reduced its JPMorgan Chase (JPM) stake by 9.3% in Q1 2026, selling an estimated $45.5K and leaving 1,469 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #70.

Pinnacle Financial Group first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $522K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pinnacle Financial Group held 1,469 shares of JPMorgan Chase worth $432K as of Q1 2026.
  • Pinnacle Financial Group sold 150 JPMorgan Chase shares in Q1 2026, an estimated $45.5K.
  • JPMorgan Chase made up 0.12% of Pinnacle Financial Group's portfolio in Q1 2026, its #70 holding.
  • Pinnacle Financial Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • Pinnacle Financial Group's JPMorgan Chase position peaked at $522K in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.