Pinnacle Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $149M | Sell |
613,725
-7,478
| -1% | -$1.82M | 3% | 6 |
|
|
2024
Q4 | $141M | Sell |
621,203
-5,717
| -0.9% | -$1.29M | 2.85% | 6 |
|
|
2024
Q3 | $132M | Sell |
626,920
-3,916
| -0.6% | -$826K | 2.66% | 8 |
|
|
2024
Q2 | $127M | Sell |
630,836
-4,657
| -0.7% | -$938K | 2.72% | 7 |
|
|
2024
Q1 | $127M | Sell |
635,493
-1,930
| -0.3% | -$387K | 2.76% | 6 |
|
|
2023
Q4 | $108M | Sell |
637,423
-26,066
| -4% | -$4.43M | 2.57% | 8 |
|
|
2023
Q3 | $96.2M | Sell |
663,489
-855
| -0.1% | -$124K | 2.49% | 9 |
|
|
2023
Q2 | $96.6M | Buy |
664,344
+5,269
| +0.8% | +$766K | 2.42% | 9 |
|
|
2023
Q1 | $85.9M | Buy |
659,075
+19,010
| +3% | +$2.48M | 2.31% | 9 |
|
|
2022
Q4 | $85.8M | Buy |
640,065
+210,876
| +49% | +$28.3M | 2.48% | 6 |
|
|
2022
Q3 | $44.9M | Buy |
429,189
+14,979
| +4% | +$1.57M | 1.62% | 9 |
|
|
2022
Q2 | $46.6M | Buy |
414,210
+15,074
| +4% | +$1.7M | 1.66% | 8 |
|
|
2022
Q1 | $54.4M | Buy |
399,136
+8,884
| +2% | +$1.21M | 1.72% | 9 |
|
|
2021
Q4 | $61.8M | Buy |
390,252
+18,567
| +5% | +$2.94M | 1.93% | 6 |
|
|
2021
Q3 | $60.8M | Buy |
371,685
+95,408
| +35% | +$15.6M | 2.14% | 6 |
|
|
2021
Q2 | $43M | Buy |
276,277
+4,620
| +2% | +$719K | 1.74% | 9 |
|
|
2021
Q1 | $39.7M | Buy |
271,657
+6,062
| +2% | +$885K | 1.79% | 8 |
|
|
2020
Q4 | $31.7M | Buy |
265,595
+3,407
| +1% | +$407K | 1.56% | 10 |
|
|
2020
Q3 | $25.2M | Buy |
262,188
+6,617
| +3% | +$637K | 1.37% | 11 |
|
|
2020
Q2 | $24M | Buy |
255,571
+8,574
| +3% | +$806K | 1.37% | 14 |
|
|
2020
Q1 | $22.2M | Buy |
246,997
+39,223
| +19% | +$3.53M | 1.54% | 11 |
|
|
2019
Q4 | $29M | Buy |
207,774
+5,402
| +3% | +$753K | 1.79% | 5 |
|
|
2019
Q3 | $23.8M | Buy |
202,372
+13,596
| +7% | +$1.6M | 1.71% | 8 |
|
|
2019
Q2 | $21.1M | Buy |
188,776
+10,316
| +6% | +$1.15M | 1.58% | 9 |
|
|
2019
Q1 | $18.1M | Buy |
178,460
+8,967
| +5% | +$908K | 1.45% | 10 |
|
|
2018
Q4 | $16.5M | Buy |
169,493
+14,425
| +9% | +$1.41M | 1.57% | 8 |
|
|
2018
Q3 | $17.5M | Buy |
155,068
+6,753
| +5% | +$762K | 1.47% | 10 |
|
|
2018
Q2 | $15.5M | Buy |
148,315
+15,233
| +11% | +$1.59M | 1.47% | 10 |
|
|
2018
Q1 | $14.6M | Buy |
133,082
+10,349
| +8% | +$1.14M | 1.49% | 8 |
|
|
2017
Q4 | $13.1M | Buy |
122,733
+17,501
| +17% | +$1.87M | 1.38% | 10 |
|
|
2017
Q3 | $10.1M | Buy |
105,232
+1,907
| +2% | +$182K | 1.29% | 12 |
|
|
2017
Q2 | $9.44M | Buy |
103,325
+4,097
| +4% | +$374K | 1.34% | 11 |
|
|
2017
Q1 | $8.72M | Buy |
99,228
+2,704
| +3% | +$238K | 1.72% | 7 |
|
|
2016
Q4 | $8.33M | Buy |
96,524
+5,793
| +6% | +$500K | 1.8% | 8 |
|
|
2016
Q3 | $5.86M | Sell |
90,731
-826
| -0.9% | -$53.3K | 1.32% | 13 |
|
|
2016
Q2 | $5.85M | Buy |
91,557
+2,861
| +3% | +$183K | 1.34% | 12 |
|
|
2016
Q1 | $5.25M | Buy |
88,696
+17,518
| +25% | +$1.04M | 1.35% | 15 |
|
|
2015
Q4 | $4.7M | Sell |
71,178
-4,794
| -6% | -$317K | 1.46% | 12 |
|
|
2015
Q3 | $4.67M | Buy |
75,972
+10,656
| +16% | +$655K | 1.47% | 12 |
|
|
2015
Q2 | $4.43M | Buy |
65,316
+184
| +0.3% | +$12.5K | 1.4% | 12 |
|
|
2015
Q1 | $3.95M | Buy |
65,132
+2,192
| +3% | +$133K | 1.32% | 14 |
|
|
2014
Q4 | $3.94M | Sell |
62,940
-14,350
| -19% | -$898K | 1.37% | 17 |
|
|
2014
Q3 | $4.66M | Sell |
77,290
-1,798
| -2% | -$108K | 1.78% | 8 |
|
|
2014
Q2 | $4.56M | Buy |
79,088
+4,505
| +6% | +$260K | 1.81% | 5 |
|
|
2014
Q1 | $4.53M | Buy |
74,583
+3,487
| +5% | +$212K | 2.03% | 4 |
|
|
2013
Q4 | $4.16M | Sell |
71,096
-4,524
| -6% | -$265K | 1.9% | 7 |
|
|
2013
Q3 | $3.91M | Sell |
75,620
-712
| -0.9% | -$36.8K | 1.94% | 6 |
|
|
2013
Q2 | $4.03M | Buy |
+76,332
| New | +$4.03M | 2.1% | 5 |
|