A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 17,852 shares of JPM stock, worth $4.46 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
17,852
Previous 16,953 5.3%
Holding current value
$4.46 Million
Previous $3.43 Million 9.74%
% of portfolio
0.51%
Previous 0.49%

Shares

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

Nov 13, 2024

BUY
$194.9 - $224.8 $175,215 - $202,095
899 Added 5.3%
17,852 $3.76 Million
Q2 2024

Aug 09, 2024

SELL
$180.08 - $204.79 $172,156 - $195,779
-956 Reduced 5.34%
16,953 $3.43 Million
Q1 2024

May 09, 2024

SELL
$167.09 - $200.3 $24,060 - $28,843
-144 Reduced 0.8%
17,909 $3.59 Million
Q4 2023

Feb 07, 2024

SELL
$135.69 - $170.3 $20,353 - $25,545
-150 Reduced 0.82%
18,053 $3.07 Million
Q3 2023

Nov 07, 2023

SELL
$143.21 - $158.0 $11,886 - $13,114
-83 Reduced 0.45%
18,203 $2.64 Million
Q2 2023

Aug 07, 2023

BUY
$127.47 - $145.44 $160,739 - $183,399
1,261 Added 7.41%
18,286 $2.66 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $116,915 - $134,596
936 Added 5.82%
17,025 $2.22 Million
Q4 2022

Feb 13, 2023

SELL
$101.96 - $137.84 $221,763 - $299,802
-2,175 Reduced 11.91%
16,089 $2.16 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $120,938 - $703,463
5,834 Added 46.93%
18,264 $1.91 Million
Q2 2022

Aug 03, 2022

SELL
$112.61 - $135.91 $4.38 Million - $5.29 Million
-38,887 Reduced 75.78%
12,430 $1.4 Million
Q1 2022

Apr 20, 2022

BUY
$128.3 - $168.44 $4.76 Million - $6.24 Million
37,071 Added 260.22%
51,317 $7 Million
Q4 2021

Jan 21, 2022

SELL
$153.94 - $171.78 $99,599 - $111,141
-647 Reduced 4.34%
14,246 $2.26 Million
Q3 2021

Oct 29, 2021

BUY
$146.97 - $166.98 $57,906 - $65,790
394 Added 2.72%
14,893 $2.44 Million
Q2 2021

Aug 02, 2021

SELL
$147.37 - $166.44 $2,947 - $3,328
-20 Reduced 0.14%
14,499 $2.26 Million
Q1 2021

Apr 29, 2021

BUY
$125.65 - $157.65 $266,252 - $334,060
2,119 Added 17.09%
14,519 $2.21 Million
Q4 2020

Feb 12, 2021

BUY
$96.54 - $127.07 $15,639 - $20,585
162 Added 1.32%
12,400 $1.58 Million
Q3 2020

Nov 03, 2020

BUY
$91.28 - $103.82 $62,983 - $71,635
690 Added 5.98%
12,238 $1.18 Million
Q2 2020

Jul 27, 2020

SELL
$84.03 - $113.45 $320,658 - $432,925
-3,816 Reduced 24.84%
11,548 $1.09 Million
Q1 2020

May 11, 2020

BUY
$79.03 - $141.09 $187,143 - $334,101
2,368 Added 18.22%
15,364 $1.38 Million
Q4 2019

Feb 07, 2020

BUY
$111.82 - $139.4 $248,352 - $309,607
2,221 Added 20.61%
12,996 $1.81 Million
Q3 2019

Oct 31, 2019

BUY
$104.8 - $120.23 $245,965 - $282,179
2,347 Added 27.85%
10,775 $1.27 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $227,801 - $252,793
2,177 Added 34.83%
8,428 $942,000
Q1 2019

May 08, 2019

SELL
$97.11 - $107.19 $129,156 - $142,562
-1,330 Reduced 17.54%
6,251 $633,000
Q4 2018

Mar 01, 2019

SELL
$92.14 - $115.32 $8,569 - $10,724
-93 Reduced 1.21%
7,581 $741,000
Q3 2018

Feb 28, 2019

SELL
$103.61 - $118.63 $73,355 - $83,990
-708 Reduced 8.45%
7,674 $866,000
Q2 2018

Feb 28, 2019

BUY
$103.24 - $114.29 $18,583 - $20,572
180 Added 2.19%
8,382 $873,000
Q1 2018

Feb 28, 2019

BUY
$107.01 - $118.77 $610,492 - $677,582
5,705 Added 228.47%
8,202 $902,000
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $239,362 - $269,251
2,497
2,497 $267,000

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 $733B
  • 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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