Pinnacle Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
1,474
+64
| +5% | +$18.6K | 0.14% | 62 |
|
|
2025
Q1 | $346K | Buy |
1,410
+14
| +1% | +$3.44K | 0.13% | 68 |
|
|
2024
Q4 | $335K | Buy |
1,396
+314
| +29% | +$75.2K | 0.13% | 66 |
|
|
2024
Q3 | $228K | Sell |
1,082
-34
| -3% | -$7.17K | 0.09% | 75 |
|
|
2024
Q2 | $226K | Buy |
+1,116
| New | +$226K | 0.1% | 67 |
|
|
2023
Q3 | – | Sell |
-1,882
| Closed | -$274K | – | 60 |
|
|
2023
Q2 | $274K | Sell |
1,882
-1
| -0.1% | -$145 | 0.16% | 55 |
|
|
2023
Q1 | $245K | Buy |
1,883
+55
| +3% | +$7.17K | 0.15% | 58 |
|
|
2022
Q4 | $245K | Sell |
1,828
-368
| -17% | -$49.4K | 0.17% | 53 |
|
|
2022
Q3 | $230K | Sell |
2,196
-102
| -4% | -$10.7K | 0.2% | 50 |
|
|
2022
Q2 | $259K | Sell |
2,298
-320
| -12% | -$36.1K | 0.22% | 48 |
|
|
2022
Q1 | $357K | Buy |
2,618
+349
| +15% | +$47.6K | 0.29% | 43 |
|
|
2021
Q4 | $359K | Buy |
+2,269
| New | +$359K | 0.28% | 43 |
|