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JPMorgan Chase & Co. shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2M 41k 200.30
2023-12-31 $6.9M 41k 170.10
2023-09-30 $5.8M 40k 145.02
2023-06-30 $5.6M 38k 145.44
2023-03-31 $5.0M 38k 130.31
2022-12-31 $5.6M 42k 134.10
2022-09-30 $4.0M 39k 104.49
2022-06-30 $4.3M 38k 112.60
2022-03-31 $5.3M 39k 136.32
2021-12-31 $5.5M 35k 158.36
2021-09-30 $4.4M 27k 163.69
2021-06-30 $4.2M 27k 155.55
2021-03-31 $3.8M 25k 152.23
2020-12-31 $3.2M 26k 127.09
2020-09-30 $2.4M 25k 96.26
2020-06-30 $2.3M 24k 94.05
2020-03-31 $2.0M 22k 90.05
2019-12-31 $3.0M 21k 139.42
2019-09-30 $2.5M 22k 117.69
2019-06-30 $2.5M 22k 111.82
2019-03-31 $2.3M 23k 101.22
2018-12-31 $2.1M 21k 97.64
2018-09-30 $2.3M 21k 112.86
2018-06-30 $2.0M 19k 104.22
2018-03-31 $2.2M 20k 109.95
2017-12-31 $2.8M 26k 106.93
2017-09-30 $2.5M 26k 95.53
2017-06-30 $2.4M 26k 91.40
2017-03-31 $2.2M 25k 87.82
2016-12-31 $2.2M 25k 86.28
2016-09-30 $1.7M 25k 66.59
2016-06-30 $1.5M 25k 62.14
2016-03-31 $1.4M 23k 59.20
2015-12-31 $1.4M 22k 66.05
2015-09-30 $1.3M 22k 60.96
2015-06-30 $1.5M 22k 67.78
2015-03-31 $1.3M 22k 60.58
2014-12-31 $1.3M 21k 62.57

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.