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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
Q2 		$483K Buy
1,475
+6
+0.4% +$1.86K 0.12% 70
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle Financial Group's JPM Position: Q2 2026 in Review

Pinnacle Financial Group increased its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,475 shares worth $483K. 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 16 quarters since. The position peaked at $522K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pinnacle Financial Group held 1,475 shares of JPMorgan Chase worth $483K as of Q2 2026.
  • Pinnacle Financial Group bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
  • JPMorgan Chase made up 0.12% of Pinnacle Financial Group's portfolio in Q2 2026, its #70 holding.
  • Pinnacle Financial Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • Pinnacle Financial Group's JPMorgan Chase position peaked at $522K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.