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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.8M | Sell |
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|
2025
Q2 | $11.9M | Sell |
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|
2025
Q1 | $10M | Sell |
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|
2024
Q4 | $9.85M | Buy |
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|
2024
Q3 | $8.59M | Sell |
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|
2024
Q2 | $8.27M | Sell |
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|
2024
Q1 | $8.22M | Buy |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $5.76M | Buy |
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|
2023
Q2 | $5.57M | Buy |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $5.65M | Buy |
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|
2022
Q3 | $4.03M | Buy |
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|
2022
Q2 | $4.27M | Sell |
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|
2022
Q1 | $5.34M | Buy |
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|
2021
Q4 | $5.49M | Buy |
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|
2021
Q3 | $4.44M | Buy |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.82M | Sell |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $2.26M | Buy |
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|
2020
Q1 | $1.99M | Buy |
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|
2019
Q4 | $2.97M | Sell |
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|
2019
Q3 | $2.54M | Sell |
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|
2019
Q2 | $2.48M | Sell |
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|
2019
Q1 | $2.28M | Buy |
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|
2018
Q4 | $2.07M | Buy |
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|
2018
Q3 | $2.31M | Buy |
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|
2018
Q2 | $1.99M | Sell |
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|
2018
Q1 | $2.16M | Sell |
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|
2017
Q4 | $2.81M | Buy |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $2.38M | Buy |
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|
2017
Q1 | $2.23M | Sell |
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|
2016
Q4 | $2.19M | Buy |
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|
2016
Q3 | $1.66M | Buy |
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|
2016
Q2 | $1.54M | Buy |
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|
2016
Q1 | $1.36M | Buy |
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|
2015
Q4 | $1.45M | Sell |
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|
2015
Q3 | $1.34M | Buy |
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|
2015
Q2 | $1.49M | Buy |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $1.31M | Buy |
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