Pinnacle Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pinnacle Wealth Management’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	–	Sell	-5,877	Closed	-$1.73M	–	33
2026 Q1	$1.73M	Sell	5,877 -2,749	-32%	-$834K	1.16%	19
2025 Q4	$2.78M	Buy	8,626 +57	+0.7%	+$17.6K	1.87%	18
2025 Q3	$2.7M	Sell	8,569 -1,196	-12%	-$356K	1.82%	17
2025 Q2	$2.83M	Buy	9,765 +8,136	+499%	+$2.08M	2.37%	14
2025 Q1	$400K	Sell	1,629 -8,359	-84%	-$2.13M	0.45%	57
2024 Q4	$2.39M	Sell	9,988 -99	-1%	-$23.1K	2.66%	14
2024 Q3	$2.13M	Sell	10,087 -238	-2%	-$50.1K	2.54%	23
2024 Q2	$2.09M	Buy	10,325 +391	+4%	+$76.4K	2.61%	17
2024 Q1	$1.99M	Buy	+9,934	New	+$1.79M	2.07%	20

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Pinnacle Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 5,877 shares — an estimated $1.73M sold.

Pinnacle Wealth Management first reported a position in JPM in Q1 2024 and held it in 9 quarters. The position peaked at $2.83M in Q2 2025. 1,399 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pinnacle Wealth Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Pinnacle Wealth Management sold 5,877 JPMorgan Chase shares in Q2 2026, an estimated $1.73M.
Pinnacle Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and held it in 9 quarters.
Pinnacle Wealth Management's JPMorgan Chase position peaked at $2.83M in Q2 2025.
1,399 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.