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Pinnacle Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Pinnacle Wealth Management Group’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
2026
Q2 		$3.55M Sell
10,848
-3
-0% -$932 1.66% 21
2026
Q1 		$3.19M Sell
10,851
-142
-1% -$43.1K 1.57% 22
2025
Q4 		$3.54M Sell
10,993
-68
-0.6% -$21.1K 1.77% 19
2025
Q3 		$3.49M Buy
11,061
+62
+0.6% +$18.4K 1.79% 19
2025
Q2 		$3.19M Sell
10,999
-260
-2% -$66.3K 1.83% 18
2025
Q1 		$2.76M Sell
11,259
-18
-0.2% -$4.59K 1.93% 17
2024
Q4 		$2.7M Buy
11,277
+25
+0.2% +$5.82K 1.68% 20
2024
Q3 		$2.37M Buy
11,252
+69
+0.6% +$14.5K 1.5% 22
2024
Q2 		$2.26M Buy
11,183
+39
+0.3% +$7.63K 1.53% 22
2024
Q1 		$2.23M Sell
11,144
-132
-1% -$23.8K 1.66% 21
2023
Q4 		$1.92M Hold
11,276
– – 1.58% 20
2023
Q3 		$1.64M Buy
11,276
+20
+0.2% +$3K 1.49% 24
2023
Q2 		$1.64M Sell
11,256
-550
-5% -$75.6K 1.43% 22
2023
Q1 		$1.54M Sell
11,806
-1,005
-8% -$138K 1.33% 22
2022
Q4 		$1.72M Sell
12,811
-3,270
-20% -$414K 1.52% 19
2022
Q3 		$1.68M Hold
16,081
– – 1.48% 17
2022
Q2 		$1.81M Buy
16,081
+150
+0.9% +$18.6K 1.52% 25
2022
Q1 		$2.17M Buy
15,931
+200
+1% +$29.5K 1.63% 17
2021
Q4 		$2.49M Buy
15,731
+334
+2% +$54.9K 1.85% 15
2021
Q3 		$2.52M Buy
15,397
+182
+1% +$28.5K 1.89% 16
2021
Q2 		$2.37M Buy
+15,215
New +$2.39M 1.73% 18

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Management Group's JPM Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $932 and leaving 10,848 shares worth $3.55M. The position accounts for 1.66% of the portfolio, ranked #21.

Pinnacle Wealth Management Group first reported a position in JPM in Q2 2021 and has held it in 21 quarters since. 1,084 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pinnacle Wealth Management Group held 10,848 shares of JPMorgan Chase worth $3.55M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 1.66% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #21 holding.
  • Pinnacle Wealth Management Group first reported a position in JPMorgan Chase in Q2 2021 and has held it in 21 quarters since.
  • 1,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.