Pinnacle Wealth Management Advisory Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.8M | Buy |
42,093
+1,590
| +4% | +$494K | 0.82% | 31 |
|
|
2026
Q1 | $11.9M | Buy |
40,503
+453
| +1% | +$137K | 0.81% | 30 |
|
|
2025
Q4 | $12.9M | Sell |
40,050
-591
| -1% | -$183K | 0.89% | 29 |
|
|
2025
Q3 | $12.8M | Sell |
40,641
-265
| -0.6% | -$78.8K | 0.96% | 29 |
|
|
2025
Q2 | $11.9M | Sell |
40,906
-8
| -0% | -$2.04K | 0.98% | 29 |
|
|
2025
Q1 | $10M | Sell |
40,914
-159
| -0.4% | -$40.5K | 0.94% | 29 |
|
|
2024
Q4 | $9.85M | Buy |
41,073
+339
| +0.8% | +$79K | 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% | -$29.7K | 0.85% | 30 |
|
|
2024
Q1 | $8.22M | Buy |
41,063
+454
| +1% | +$81.9K | 0.88% | 29 |
|
|
2023
Q4 | $6.91M | Buy |
40,609
+921
| +2% | +$140K | 0.81% | 30 |
|
|
2023
Q3 | $5.76M | Buy |
39,688
+1,402
| +4% | +$210K | 0.75% | 32 |
|
|
2023
Q2 | $5.57M | Buy |
38,286
+252
| +0.7% | +$34.7K | 0.69% | 35 |
|
|
2023
Q1 | $4.96M | Sell |
38,034
-4,070
| -10% | -$558K | 0.67% | 39 |
|
|
2022
Q4 | $5.65M | Buy |
42,104
+3,555
| +9% | +$450K | 0.85% | 28 |
|
|
2022
Q3 | $4.03M | Buy |
38,549
+664
| +2% | +$76.2K | 0.67% | 38 |
|
|
2022
Q2 | $4.27M | Sell |
37,885
-1,280
| -3% | -$159K | 0.69% | 35 |
|
|
2022
Q1 | $5.34M | Buy |
39,165
+4,503
| +13% | +$665K | 0.77% | 27 |
|
|
2021
Q4 | $5.49M | Buy |
34,662
+7,526
| +28% | +$1.24M | 0.9% | 28 |
|
|
2021
Q3 | $4.44M | Buy |
27,136
+340
| +1% | +$53.3K | 1.04% | 24 |
|
|
2021
Q2 | $4.17M | Buy |
26,796
+1,722
| +7% | +$270K | 0.98% | 26 |
|
|
2021
Q1 | $3.82M | Sell |
25,074
-397
| -2% | -$57.1K | 1.07% | 25 |
|
|
2020
Q4 | $3.24M | Buy |
25,471
+92
| +0.4% | +$10.3K | 0.99% | 29 |
|
|
2020
Q3 | $2.44M | Buy |
25,379
+1,360
| +6% | +$134K | 0.85% | 29 |
|
|
2020
Q2 | $2.26M | Buy |
24,019
+1,953
| +9% | +$185K | 0.84% | 29 |
|
|
2020
Q1 | $1.99M | Buy |
22,066
+749
| +4% | +$91K | 0.96% | 29 |
|
|
2019
Q4 | $2.97M | Sell |
21,317
-300
| -1% | -$38.5K | 1.11% | 23 |
|
|
2019
Q3 | $2.54M | Sell |
21,617
-598
| -3% | -$67.6K | 1.07% | 24 |
|
|
2019
Q2 | $2.48M | Sell |
22,215
-340
| -2% | -$37.5K | 1.06% | 22 |
|
|
2019
Q1 | $2.28M | Buy |
22,555
+1,345
| +6% | +$139K | 1.03% | 23 |
|
|
2018
Q4 | $2.07M | Buy |
21,210
+760
| +4% | +$81K | 1.12% | 19 |
|
|
2018
Q3 | $2.31M | Buy |
20,450
+1,355
| +7% | +$154K | 1.14% | 21 |
|
|
2018
Q2 | $1.99M | Sell |
19,095
-560
| -3% | -$61.4K | 1.07% | 24 |
|
|
2018
Q1 | $2.16M | Sell |
19,655
-6,605
| -25% | -$748K | 1.22% | 20 |
|
|
2017
Q4 | $2.81M | Buy |
26,260
+90
| +0.3% | +$9.11K | 1.55% | 15 |
|
|
2017
Q3 | $2.5M | Buy |
26,170
+75
| +0.3% | +$6.92K | 1.45% | 15 |
|
|
2017
Q2 | $2.38M | Buy |
26,095
+680
| +3% | +$58.7K | 1.48% | 15 |
|
|
2017
Q1 | $2.23M | Sell |
25,415
-3
| -0% | -$265 | 1.54% | 15 |
|
|
2016
Q4 | $2.19M | Buy |
25,418
+490
| +2% | +$37.4K | 1.57% | 15 |
|
|
2016
Q3 | $1.66M | Buy |
24,928
+115
| +0.5% | +$7.5K | 1.26% | 19 |
|
|
2016
Q2 | $1.54M | Buy |
24,813
+1,755
| +8% | +$110K | 1.22% | 21 |
|
|
2016
Q1 | $1.36M | Buy |
23,058
+1,135
| +5% | +$66.3K | 1.21% | 24 |
|
|
2015
Q4 | $1.45M | Sell |
21,923
-25
| -0.1% | -$1.63K | 1.32% | 24 |
|
|
2015
Q3 | $1.34M | Buy |
21,948
+25
| +0.1% | +$1.64K | 1.29% | 23 |
|
|
2015
Q2 | $1.49M | Buy |
21,923
+300
| +1% | +$19.6K | 1.37% | 22 |
|
|
2015
Q1 | $1.31M | Buy |
21,623
+704
| +3% | +$41.7K | 1.17% | 24 |
|
|
2014
Q4 | $1.31M | Buy |
+20,919
| New | +$1.26M | 1.22% | 26 |
|
Other funds holding JPM
Pinnacle Wealth Management Advisory Group's JPM Position: Q2 2026 in Review
Pinnacle Wealth Management Advisory Group increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $494K and bringing the position to 42,093 shares worth $13.8M. The position accounts for 0.82% of the portfolio, ranked #31.
Pinnacle Wealth Management Advisory Group first reported a position in JPM in Q4 2014 and has held it in 47 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Pinnacle Wealth Management Advisory Group held 42,093 shares of JPMorgan Chase worth $13.8M as of Q2 2026.
- Pinnacle Wealth Management Advisory Group bought 1,590 JPMorgan Chase shares in Q2 2026, an estimated $494K.
- JPMorgan Chase made up 0.82% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #31 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in JPMorgan Chase in Q4 2014 and has held it in 47 quarters since.
- 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.