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JPMorgan Chase & Co. shares owned by Pinnacle Family Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pinnacle Family Advisors from 13F filings

Historical chart of Pinnacle Family Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 637 322.22
2021-09-30 $266k 1.6k 163.39
2021-06-30 $302k 1.9k 155.59
2021-03-31 $243k 1.6k 152.16
2020-12-31 $283k 2.2k 127.08

More positions owned by Pinnacle Family Advisors

Tidal Trust Ii Pinnacle Focused (FCUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
NVIDIA Corporation (NVDA)
O'reilly Automotive (ORLY)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Gold Tr Gold Shs (GLD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)
Ishares Tr 10+ Yr Invst Grd (IGLB)

View all positions for Pinnacle Family Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.