Pinnacle Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$43M	Buy	+276,277	New	+$43.4M	1.74%	9

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pinnacle Wealth Advisors's JPM Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2021: 276,277 shares worth $43M. The stake represents 1.74% of the portfolio and ranks #9 among its holdings.

3,237 funds tracked by Wall St. Rank hold JPM as of Q2 2021.

Pinnacle Wealth Advisors held 276,277 shares of JPMorgan Chase worth $43M as of Q2 2021.
JPMorgan Chase was a new Pinnacle Wealth Advisors position in Q2 2021.
JPMorgan Chase made up 1.74% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #9 holding.
3,237 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.