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Pinnacle Private Wealth’s JPMorgan Chase JPM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.87M Sell
16,622
-485
-3% -$54.6K 0.73% 32
2022
Q1
$2.33M Buy
17,107
+172
+1% +$23.4K 0.73% 29
2021
Q4
$2.68M Buy
+16,935
New +$2.68M 0.84% 21