A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 40,734 shares of JPM stock, worth $8.95 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
40,734
Previous 40,911 0.43%
Holding current value
$8.95 Million
Previous $8.27 Million 3.76%
% of portfolio
0.83%
Previous 0.86%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$194.9 - $224.8 $34,497 - $39,789
-177 Reduced 0.43%
40,734 $8.59 Million
Q2 2024

Jul 25, 2024

SELL
$180.08 - $204.79 $27,372 - $31,128
-152 Reduced 0.37%
40,911 $8.27 Million
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $75,858 - $90,936
454 Added 1.12%
41,063 $8.22 Million
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $124,970 - $156,846
921 Added 2.32%
40,609 $6.91 Million
Q3 2023

Oct 25, 2023

BUY
$143.21 - $158.0 $200,780 - $221,516
1,402 Added 3.66%
39,688 $5.76 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $32,122 - $36,650
252 Added 0.66%
38,286 $5.57 Million
Q1 2023

May 04, 2023

SELL
$124.91 - $143.8 $508,383 - $585,266
-4,070 Reduced 9.67%
38,034 $4.96 Million
Q4 2022

Feb 06, 2023

BUY
$101.96 - $137.84 $362,467 - $490,021
3,555 Added 9.22%
42,104 $5.65 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $13,764 - $80,065
664 Added 1.75%
38,549 $4.03 Million
Q2 2022

Aug 01, 2022

SELL
$112.61 - $135.91 $144,140 - $173,964
-1,280 Reduced 3.27%
37,885 $4.27 Million
Q1 2022

May 05, 2022

BUY
$128.3 - $168.44 $577,734 - $758,485
4,503 Added 12.99%
39,165 $5.34 Million
Q4 2021

Jan 20, 2022

BUY
$153.94 - $171.78 $1.16 Million - $1.29 Million
7,526 Added 27.73%
34,662 $5.49 Million
Q3 2021

Oct 29, 2021

BUY
$146.97 - $166.98 $49,969 - $56,773
340 Added 1.27%
27,136 $4.44 Million
Q2 2021

Aug 10, 2021

BUY
$147.37 - $166.44 $253,771 - $286,609
1,722 Added 6.87%
26,796 $4.17 Million
Q1 2021

May 13, 2021

SELL
$125.65 - $157.65 $49,883 - $62,587
-397 Reduced 1.56%
25,074 $3.82 Million
Q4 2020

Feb 03, 2021

BUY
$96.54 - $127.07 $8,881 - $11,690
92 Added 0.36%
25,471 $3.24 Million
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $124,140 - $141,195
1,360 Added 5.66%
25,379 $2.44 Million
Q2 2020

Aug 11, 2020

BUY
$84.03 - $113.45 $164,110 - $221,567
1,953 Added 8.85%
24,019 $2.26 Million
Q1 2020

May 08, 2020

BUY
$79.03 - $141.09 $59,193 - $105,676
749 Added 3.51%
22,066 $1.99 Million
Q4 2019

Feb 05, 2020

SELL
$111.82 - $139.4 $33,546 - $41,820
-300 Reduced 1.39%
21,317 $2.97 Million
Q3 2019

Nov 06, 2019

SELL
$104.8 - $120.23 $62,670 - $71,897
-598 Reduced 2.69%
21,617 $2.54 Million
Q2 2019

Aug 08, 2019

SELL
$104.64 - $116.12 $35,577 - $39,480
-340 Reduced 1.51%
22,215 $2.48 Million
Q1 2019

May 09, 2019

BUY
$97.11 - $107.19 $130,612 - $144,170
1,345 Added 6.34%
22,555 $2.28 Million
Q4 2018

Feb 05, 2019

BUY
$92.14 - $115.32 $70,026 - $87,643
760 Added 3.72%
21,210 $2.07 Million
Q3 2018

Nov 09, 2018

BUY
$103.61 - $118.63 $140,391 - $160,743
1,355 Added 7.1%
20,450 $2.31 Million
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $57,814 - $64,002
-560 Reduced 2.85%
19,095 $1.99 Million
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $706,801 - $784,475
-6,605 Reduced 25.15%
19,655 $2.16 Million
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $8,627 - $9,704
90 Added 0.34%
26,260 $2.81 Million
Q3 2017

Nov 08, 2017

BUY
$88.42 - $95.51 $6,631 - $7,163
75 Added 0.29%
26,170 $2.5 Million
Q2 2017

Aug 07, 2017

BUY
N/A
26,095
26,095 $2.39 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $645B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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