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Pinnacle West Asset Management’s JPMorgan Chase JPM Stock Holding History

Pinnacle West Asset 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 		$4.44M Hold
13,570
– – 3.07% 6
2026
Q1 		$3.99M Sell
13,570
-530
-4% -$161K 2.71% 4
2025
Q4 		$4.54M Sell
14,100
-390
-3% -$121K 2.95% 5
2025
Q3 		$4.57M Sell
14,490
-100
-0.7% -$29.7K 2.96% 4
2025
Q2 		$4.23M Sell
14,590
-335
-2% -$85.5K 2.92% 5
2025
Q1 		$3.66M Sell
14,925
-290
-2% -$73.9K 2.64% 5
2024
Q4 		$3.65M Sell
15,215
-240
-2% -$55.9K 2.61% 5
2024
Q3 		$3.26M Sell
15,455
-125
-0.8% -$26.3K 2.34% 9
2024
Q2 		$3.15M Sell
15,580
-190
-1% -$37.1K 2.45% 7
2024
Q1 		$3.16M Sell
15,770
-90
-0.6% -$16.2K 2.51% 7
2023
Q4 		$2.7M Buy
15,860
+945
+6% +$143K 2.31% 7
2023
Q3 		$2.16M Buy
14,915
+725
+5% +$109K 2.12% 11
2023
Q2 		$2.06M Buy
14,190
+190
+1% +$26.1K 2% 9
2023
Q1 		$1.82M Buy
+14,000
New +$1.92M 1.91% 10

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle West Asset Management's JPM Position: Q2 2026 in Review

Pinnacle West Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 13,570 shares worth $4.44M. The position accounts for 3.07% of the portfolio, ranked #6.

Pinnacle West Asset Management first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.57M in Q3 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pinnacle West Asset Management held 13,570 shares of JPMorgan Chase worth $4.44M as of Q2 2026.
  • Pinnacle West Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 3.07% of Pinnacle West Asset Management's portfolio in Q2 2026, its #6 holding.
  • Pinnacle West Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Pinnacle West Asset Management's JPMorgan Chase position peaked at $4.57M in Q3 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.