Pinnacle Holdings’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 | $3.37M | Buy |
11,626
+604
| +5% | +$175K | 1.22% | 17 |
|
|
2025
Q1 | $2.7M | Sell |
11,022
-493
| -4% | -$121K | 1.03% | 28 |
|
|
2024
Q4 | $2.76M | Sell |
11,515
-733
| -6% | -$176K | 1.04% | 22 |
|
|
2024
Q3 | $2.58M | Sell |
12,248
-159
| -1% | -$33.5K | 1.01% | 28 |
|
|
2024
Q2 | $2.51M | Sell |
12,407
-112
| -0.9% | -$22.7K | 1.02% | 26 |
|
|
2024
Q1 | $2.51M | Sell |
12,519
-785
| -6% | -$157K | 1.01% | 26 |
|
|
2023
Q4 | $2.26M | Buy |
13,304
+99
| +0.7% | +$16.8K | 0.93% | 29 |
|
|
2023
Q3 | $1.91M | Sell |
13,205
-872
| -6% | -$126K | 0.9% | 32 |
|
|
2023
Q2 | $2.05M | Buy |
14,077
+4
| +0% | +$582 | 0.91% | 33 |
|
|
2023
Q1 | $1.83M | Buy |
14,073
+133
| +1% | +$17.3K | 0.85% | 38 |
|
|
2022
Q4 | $1.87M | Sell |
13,940
-1,618
| -10% | -$217K | 0.84% | 39 |
|
|
2022
Q3 | $1.63M | Buy |
15,558
+278
| +2% | +$29.1K | 0.76% | 49 |
|
|
2022
Q2 | $1.72M | Buy |
15,280
+756
| +5% | +$85.1K | 0.79% | 43 |
|
|
2022
Q1 | $1.98M | Buy |
14,524
+1,199
| +9% | +$163K | 0.78% | 41 |
|
|
2021
Q4 | $2.11M | Buy |
13,325
+28
| +0.2% | +$4.43K | 0.89% | 33 |
|
|
2021
Q3 | $2.18M | Sell |
13,297
-525
| -4% | -$85.9K | 0.96% | 28 |
|
|
2021
Q2 | $2.15M | Sell |
13,822
-108
| -0.8% | -$16.8K | 0.99% | 30 |
|
|
2021
Q1 | $2.12M | Sell |
13,930
-28
| -0.2% | -$4.26K | 0.98% | 27 |
|
|
2020
Q4 | $1.77M | Sell |
13,958
-209
| -1% | -$26.6K | 0.94% | 31 |
|
|
2020
Q3 | $1.36M | Sell |
14,167
-8,137
| -36% | -$783K | 0.79% | 49 |
|
|
2020
Q2 | $2.1M | Buy |
22,304
+152
| +0.7% | +$14.3K | 1% | 28 |
|
|
2020
Q1 | $1.99M | Sell |
22,152
-588
| -3% | -$52.9K | 1.14% | 26 |
|
|
2019
Q4 | $3.17M | Sell |
22,740
-6
| -0% | -$836 | 1.19% | 20 |
|
|
2019
Q3 | $2.68M | Sell |
22,746
-82
| -0.4% | -$9.65K | 1.01% | 31 |
|
|
2019
Q2 | $2.55M | Buy |
22,828
+4
| +0% | +$447 | 0.95% | 40 |
|
|
2019
Q1 | $2.31M | Sell |
22,824
-831
| -4% | -$84.1K | 0.86% | 42 |
|
|
2018
Q4 | $2.31M | Buy |
23,655
+857
| +4% | +$83.7K | 0.95% | 33 |
|
|
2018
Q3 | $2.57M | Sell |
22,798
-154
| -0.7% | -$17.4K | 0.89% | 37 |
|
|
2018
Q2 | $2.39M | Sell |
22,952
-386
| -2% | -$40.2K | 0.83% | 38 |
|
|
2018
Q1 | $2.57M | Buy |
23,338
+2,649
| +13% | +$291K | 0.96% | 35 |
|
|
2017
Q4 | $2.21M | Buy |
20,689
+76
| +0.4% | +$8.13K | 0.8% | 46 |
|
|
2017
Q3 | $1.97M | Buy |
20,613
+1,145
| +6% | +$109K | 0.73% | 52 |
|
|
2017
Q2 | $1.78M | Buy |
19,468
+1,585
| +9% | +$145K | 0.69% | 54 |
|
|
2017
Q1 | $1.57M | Sell |
17,883
-197
| -1% | -$17.3K | 0.61% | 58 |
|
|
2016
Q4 | $1.56M | Sell |
18,080
-969
| -5% | -$83.6K | 0.61% | 60 |
|
|
2016
Q3 | $1.27M | Sell |
19,049
-377
| -2% | -$25.1K | 0.5% | 71 |
|
|
2016
Q2 | $1.21M | Sell |
19,426
-16
| -0.1% | -$994 | 0.52% | 67 |
|
|
2016
Q1 | $1.15M | Sell |
19,442
-69
| -0.4% | -$4.09K | 0.55% | 66 |
|
|
2015
Q4 | $1.29M | Sell |
19,511
-207
| -1% | -$13.7K | 0.6% | 62 |
|
|
2015
Q3 | $1.2M | Buy |
19,718
+235
| +1% | +$14.3K | 0.52% | 69 |
|
|
2015
Q2 | $1.32M | Sell |
19,483
-361
| -2% | -$24.5K | 0.48% | 69 |
|
|
2015
Q1 | $1.2M | Sell |
19,844
-766
| -4% | -$46.4K | 0.44% | 75 |
|
|
2014
Q4 | $1.29M | Sell |
20,610
-891
| -4% | -$55.8K | 0.42% | 70 |
|
|
2014
Q3 | $1.3M | Buy |
21,501
+2,761
| +15% | +$166K | 0.33% | 77 |
|
|
2014
Q2 | $1.08M | Sell |
18,740
-286
| -2% | -$16.5K | 0.26% | 86 |
|
|
2014
Q1 | $1.16M | Buy |
19,026
+652
| +4% | +$39.6K | 0.32% | 78 |
|
|
2013
Q4 | $1.07M | Sell |
18,374
-1,274
| -6% | -$74.5K | 0.31% | 76 |
|
|
2013
Q3 | $1.02M | Sell |
19,648
-952
| -5% | -$49.2K | 0.32% | 73 |
|
|
2013
Q2 | $1.09M | Buy |
+20,600
| New | +$1.09M | 0.34% | 76 |
|