PWMG
Pinnacle Wealth Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
10,999
-260
| -2% | -$75.4K | 1.83% | 18 |
|
|
2025
Q1 | $2.76M | Sell |
11,259
-18
| -0.2% | -$4.42K | 1.93% | 17 |
|
|
2024
Q4 | $2.7M | Buy |
11,277
+25
| +0.2% | +$5.99K | 1.68% | 20 |
|
|
2024
Q3 | $2.37M | Buy |
11,252
+69
| +0.6% | +$14.6K | 1.5% | 22 |
|
|
2024
Q2 | $2.26M | Buy |
11,183
+39
| +0.3% | +$7.89K | 1.53% | 22 |
|
|
2024
Q1 | $2.23M | Sell |
11,144
-132
| -1% | -$26.4K | 1.66% | 21 |
|
|
2023
Q4 | $1.92M | Hold |
11,276
| – | – | 1.58% | 20 |
|
|
2023
Q3 | $1.64M | Buy |
11,276
+20
| +0.2% | +$2.9K | 1.49% | 24 |
|
|
2023
Q2 | $1.64M | Sell |
11,256
-550
| -5% | -$80K | 1.43% | 22 |
|
|
2023
Q1 | $1.54M | Sell |
11,806
-1,005
| -8% | -$131K | 1.33% | 22 |
|
|
2022
Q4 | $1.72M | Sell |
12,811
-3,270
| -20% | -$439K | 1.52% | 19 |
|
|
2022
Q3 | $1.68M | Hold |
16,081
| – | – | 1.48% | 17 |
|
|
2022
Q2 | $1.81M | Buy |
16,081
+150
| +0.9% | +$16.9K | 1.52% | 25 |
|
|
2022
Q1 | $2.17M | Buy |
15,931
+200
| +1% | +$27.3K | 1.63% | 17 |
|
|
2021
Q4 | $2.49M | Buy |
15,731
+334
| +2% | +$52.9K | 1.85% | 15 |
|
|
2021
Q3 | $2.52M | Buy |
15,397
+182
| +1% | +$29.8K | 1.89% | 16 |
|
|
2021
Q2 | $2.37M | Buy |
+15,215
| New | +$2.37M | 1.73% | 18 |
|