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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pinnacle West Asset Management's JPM Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its JPMorgan Chase (JPM) stake by 3.8% in Q1 2026, selling an estimated $161K and leaving 13,570 shares worth $3.99M. The position accounts for 2.71% of the portfolio, ranked #4.

Pinnacle West Asset Management first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.57M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pinnacle West Asset Management held 13,570 shares of JPMorgan Chase worth $3.99M as of Q1 2026.
  • Pinnacle West Asset Management sold 530 JPMorgan Chase shares in Q1 2026, an estimated $161K.
  • JPMorgan Chase made up 2.71% of Pinnacle West Asset Management's portfolio in Q1 2026, its #4 holding.
  • Pinnacle West Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's JPMorgan Chase position peaked at $4.57M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.