Pinnacle Wealth Management Group, Inc. Jpmorgan Chase & CO Transaction History

Pinnacle Wealth Management Group, Inc.

$122 Million
Q1 2024

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 11,144 shares of JPM stock, worth $2.33 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

11,144

Previous 11,276 1.17%

Holding current value

$2.33 Million

Previous $1.92 Million 16.37%

% of portfolio

1.84%

Previous 1.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $22,055 - $26,439	-132 Reduced 1.17%	11,144 $2.23 Million
Q3 2023 Oct 11, 2023	BUY	$143.21 - $158.0 $2,864 - $3,160	20 Added 0.18%	11,276 $1.64 Million
Q2 2023 Jul 10, 2023	SELL	$127.47 - $145.44 $70,108 - $79,992	-550 Reduced 4.66%	11,256 $1.64 Million
Q1 2023 Apr 27, 2023	SELL	$124.91 - $143.8 $515,253 - $593,175	-4,125 Reduced 25.89%	11,806 $1.54 Million
Q1 2023 Apr 26, 2023	BUY	$124.91 - $143.8 $389,719 - $448,656	3,120 Added 24.35%	15,931 $2.08 Million

Q4 2022 Jan 09, 2023	SELL	$101.96 - $137.84 $333,409 - $450,736	-3,270 Reduced 20.33%	12,811 $1.72 Million
Q2 2022 Aug 02, 2022	BUY	$112.61 - $135.91 $16,891 - $20,386	150 Added 0.94%	16,081 $1.81 Million
Q1 2022 Apr 21, 2022	BUY	$128.3 - $168.44 $25,660 - $33,688	200 Added 1.27%	15,931 $2.17 Million
Q4 2021 Mar 15, 2022	BUY	$153.94 - $171.78 $51,415 - $57,374	334 Added 2.17%	15,731 $2.49 Million
Q3 2021 Oct 28, 2021	BUY	$146.97 - $166.98 $26,748 - $30,390	182 Added 1.2%	15,397 $2.52 Million
Q2 2021 Aug 10, 2021	BUY	$147.37 - $166.44 $2.24 Million - $2.53 Million	15,215 New	15,215 $2.37 Million

Others Institutions Holding JPM

# of Institutions

4,421

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $613B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Group, Inc. with notifications on news.

Account

Pinnacle Wealth Management Group, Inc. Jpmorgan Chase & CO Transaction History