Pinnacle Wealth Management 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 | $3.49M | Buy |
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|
2025
Q2 | $3.19M | Sell |
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|
2025
Q1 | $2.76M | Sell |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.26M | Buy |
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|
2024
Q1 | $2.23M | Sell |
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|
2023
Q4 | $1.92M | Hold |
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|
2023
Q3 | $1.64M | Buy |
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|
2023
Q2 | $1.64M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $1.72M | Sell |
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|
2022
Q3 | $1.68M | Hold |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.37M | Buy |
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