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Pinnacle Private Wealth’s JPMorgan Chase JPM Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.87M Sell
16,622
-485
-3% -$60.1K 0.73% 32
2022
Q1 		$2.33M Buy
17,107
+172
+1% +$25.4K 0.73% 29
2021
Q4 		$2.68M Buy
+16,935
New +$2.78M 0.84% 21

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Private Wealth's JPM Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2022, selling an estimated $60.1K and leaving 16,622 shares worth $1.87M. The position accounts for 0.73% of the portfolio, ranked #32.

Pinnacle Private Wealth first reported a position in JPM in Q4 2021 and has held it in 3 quarters since. The position peaked at $2.68M in Q4 2021. 3,424 funds tracked by Wall St. Rank hold JPM as of Q2 2022.

  • Pinnacle Private Wealth held 16,622 shares of JPMorgan Chase worth $1.87M as of Q2 2022.
  • Pinnacle Private Wealth sold 485 JPMorgan Chase shares in Q2 2022, an estimated $60.1K.
  • JPMorgan Chase made up 0.73% of Pinnacle Private Wealth's portfolio in Q2 2022, its #32 holding.
  • Pinnacle Private Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's JPMorgan Chase position peaked at $2.68M in Q4 2021.
  • 3,424 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.