PWMAG
Pinnacle Wealth Management Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
40,906
-8
| -0% | -$2.32K | 0.98% | 29 |
|
|
2025
Q1 | $10M | Sell |
40,914
-159
| -0.4% | -$39K | 0.94% | 29 |
|
|
2024
Q4 | $9.85M | Buy |
41,073
+339
| +0.8% | +$81.3K | 0.92% | 28 |
|
|
2024
Q3 | $8.59M | Sell |
40,734
-177
| -0.4% | -$37.3K | 0.82% | 30 |
|
|
2024
Q2 | $8.27M | Sell |
40,911
-152
| -0.4% | -$30.7K | 0.85% | 30 |
|
|
2024
Q1 | $8.22M | Buy |
41,063
+454
| +1% | +$90.9K | 0.88% | 29 |
|
|
2023
Q4 | $6.91M | Buy |
40,609
+921
| +2% | +$157K | 0.81% | 30 |
|
|
2023
Q3 | $5.76M | Buy |
39,688
+1,402
| +4% | +$203K | 0.75% | 32 |
|
|
2023
Q2 | $5.57M | Buy |
38,286
+252
| +0.7% | +$36.7K | 0.69% | 35 |
|
|
2023
Q1 | $4.96M | Sell |
38,034
-4,070
| -10% | -$530K | 0.67% | 39 |
|
|
2022
Q4 | $5.65M | Buy |
42,104
+3,555
| +9% | +$477K | 0.85% | 28 |
|
|
2022
Q3 | $4.03M | Buy |
38,549
+664
| +2% | +$69.4K | 0.67% | 38 |
|
|
2022
Q2 | $4.27M | Sell |
37,885
-1,280
| -3% | -$144K | 0.69% | 35 |
|
|
2022
Q1 | $5.34M | Buy |
39,165
+4,503
| +13% | +$614K | 0.77% | 27 |
|
|
2021
Q4 | $5.49M | Buy |
34,662
+7,526
| +28% | +$1.19M | 0.9% | 28 |
|
|
2021
Q3 | $4.44M | Buy |
27,136
+340
| +1% | +$55.7K | 1.04% | 24 |
|
|
2021
Q2 | $4.17M | Buy |
26,796
+1,722
| +7% | +$268K | 0.98% | 26 |
|
|
2021
Q1 | $3.82M | Sell |
25,074
-397
| -2% | -$60.4K | 1.07% | 25 |
|
|
2020
Q4 | $3.24M | Buy |
25,471
+92
| +0.4% | +$11.7K | 0.99% | 29 |
|
|
2020
Q3 | $2.44M | Buy |
25,379
+1,360
| +6% | +$131K | 0.85% | 29 |
|
|
2020
Q2 | $2.26M | Buy |
24,019
+1,953
| +9% | +$184K | 0.84% | 29 |
|
|
2020
Q1 | $1.99M | Buy |
22,066
+749
| +4% | +$67.4K | 0.96% | 29 |
|
|
2019
Q4 | $2.97M | Sell |
21,317
-300
| -1% | -$41.8K | 1.11% | 23 |
|
|
2019
Q3 | $2.54M | Sell |
21,617
-598
| -3% | -$70.4K | 1.07% | 24 |
|
|
2019
Q2 | $2.48M | Sell |
22,215
-340
| -2% | -$38K | 1.06% | 22 |
|
|
2019
Q1 | $2.28M | Buy |
22,555
+1,345
| +6% | +$136K | 1.03% | 23 |
|
|
2018
Q4 | $2.07M | Buy |
21,210
+760
| +4% | +$74.2K | 1.12% | 19 |
|
|
2018
Q3 | $2.31M | Buy |
20,450
+1,355
| +7% | +$153K | 1.14% | 21 |
|
|
2018
Q2 | $1.99M | Sell |
19,095
-560
| -3% | -$58.4K | 1.07% | 24 |
|
|
2018
Q1 | $2.16M | Sell |
19,655
-6,605
| -25% | -$726K | 1.22% | 20 |
|
|
2017
Q4 | $2.81M | Buy |
26,260
+90
| +0.3% | +$9.62K | 1.55% | 15 |
|
|
2017
Q3 | $2.5M | Buy |
26,170
+75
| +0.3% | +$7.17K | 1.45% | 15 |
|
|
2017
Q2 | $2.39M | Buy |
26,095
+680
| +3% | +$62.2K | 1.48% | 15 |
|
|
2017
Q1 | $2.23M | Sell |
25,415
-3
| -0% | -$263 | 1.54% | 15 |
|
|
2016
Q4 | $2.19M | Buy |
25,418
+490
| +2% | +$42.3K | 1.57% | 15 |
|
|
2016
Q3 | $1.66M | Buy |
24,928
+115
| +0.5% | +$7.66K | 1.26% | 19 |
|
|
2016
Q2 | $1.54M | Buy |
24,813
+1,755
| +8% | +$109K | 1.22% | 21 |
|
|
2016
Q1 | $1.37M | Buy |
23,058
+1,135
| +5% | +$67.2K | 1.21% | 24 |
|
|
2015
Q4 | $1.45M | Sell |
21,923
-25
| -0.1% | -$1.65K | 1.32% | 24 |
|
|
2015
Q3 | $1.34M | Buy |
21,948
+25
| +0.1% | +$1.52K | 1.29% | 23 |
|
|
2015
Q2 | $1.49M | Buy |
21,923
+300
| +1% | +$20.3K | 1.37% | 22 |
|
|
2015
Q1 | $1.31M | Buy |
21,623
+704
| +3% | +$42.7K | 1.17% | 24 |
|
|
2014
Q4 | $1.31M | Buy |
+20,919
| New | +$1.31M | 1.22% | 26 |
|