JPMorgan Chase & Co. shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 27k | 315.43 |
| 2025-06-30 | $4.7M | 16k | 289.90 |
| 2025-03-31 | $4.0M | 16k | 245.30 |
| 2024-12-31 | $3.6M | 15k | 239.71 |
| 2024-09-30 | $3.8M | 18k | 210.86 |
| 2024-06-30 | $3.4M | 17k | 202.26 |
| 2024-03-31 | $3.6M | 18k | 200.29 |
| 2023-12-31 | $3.1M | 18k | 170.10 |
| 2023-09-30 | $2.6M | 18k | 145.02 |
| 2023-06-30 | $2.7M | 18k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.9M | 18k | 104.88 |
| 2022-06-30 | $1.4M | 12k | 112.63 |
| 2022-03-31 | $7.0M | 51k | 136.31 |
| 2021-12-31 | $2.3M | 14k | 158.26 |
| 2021-09-30 | $2.4M | 15k | 163.70 |
| 2021-06-30 | $2.3M | 15k | 155.53 |
| 2021-03-31 | $2.2M | 15k | 151.74 |
| 2020-12-31 | $1.6M | 12k | 126.65 |
| 2020-09-30 | $1.2M | 12k | 96.06 |
| 2020-06-30 | $1.1M | 12k | 93.63 |
| 2020-03-31 | $1.4M | 15k | 89.89 |
| 2019-12-31 | $1.8M | 13k | 139.35 |
| 2019-09-30 | $1.3M | 11k | 117.68 |
| 2019-06-30 | $942k | 8.4k | 111.74 |
| 2019-03-31 | $633k | 6.3k | 101.21 |
| 2018-12-31 | $741k | 7.6k | 97.69 |
| 2018-09-30 | $866k | 7.7k | 112.84 |
| 2018-06-30 | $873k | 8.4k | 104.11 |
| 2018-03-31 | $902k | 8.2k | 110.01 |
| 2017-12-31 | $267k | 2.5k | 106.85 |
More positions owned by Pinnacle Wealth Planning Services
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