Pinnacle Wealth Management Group
JPM icon

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
Q3 		$3.72M Buy
11,239
+391
+4% +$137K 1.7% 20
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% +$7.62K 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% +$54.8K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pinnacle Wealth Management Group's JPM Position: Q3 2026 in Review

Pinnacle Wealth Management Group increased its JPMorgan Chase (JPM) stake by 3.6% in Q3 2026, buying an estimated $137K and bringing the position to 11,239 shares worth $3.72M. The position accounts for 1.7% of the portfolio, ranked #20.

Pinnacle Wealth Management Group first reported a position in JPM in Q2 2021 and has held it in 22 quarters since. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Pinnacle Wealth Management Group held 11,239 shares of JPMorgan Chase worth $3.72M as of Q3 2026.
  • Pinnacle Wealth Management Group bought 391 JPMorgan Chase shares in Q3 2026, an estimated $137K.
  • JPMorgan Chase made up 1.7% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #20 holding.
  • Pinnacle Wealth Management Group first reported a position in JPMorgan Chase in Q2 2021 and has held it in 22 quarters since.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.