Back to JPM-PM
Pinnacle Wealth Management Advisory Group, LLC → JPM-PM
Pinnacle Wealth Management Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
16
Latest value
$4.5M
Q3 2026
Peak value
$24.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.9M |
| Q4 2025 | $21.9M |
| Q4 2025 | $561K |
| Q4 2025 | $4.2M |
| Q1 2026 | $11.9M |
| Q1 2026 | $23.3M |
| Q1 2026 | $697K |
| Q1 2026 | $4.3M |
| Q2 2026 | $13.8M |
| Q2 2026 | $24.2M |
| Q2 2026 | $3.1M |
| Q2 2026 | $4.6M |
| Q3 2026 | $14.9M |
| Q3 2026 | $24.6M |
| Q3 2026 | $3.9M |
| Q3 2026 | $4.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.5M | 74.2K | — | — |
| Q3 2026 | $3.9M | 77.9K | — | — |
| Q3 2026 | $24.6M | 436.7K | — | — |
| Q3 2026 | $14.9M | 45.0K | — | — |
| Q2 2026 | $4.6M | 74.9K | — | — |
| Q2 2026 | $3.1M | 60.4K | — | — |
| Q2 2026 | $24.2M | 428.9K | — | — |
| Q2 2026 | $13.8M | 42.1K | — | — |
| Q1 2026 | $4.3M | 77.7K | — | — |
| Q1 2026 | $697K | 13.8K | — | — |
| Q1 2026 | $23.3M | 411.9K | — | — |
| Q1 2026 | $11.9M | 40.5K | — | — |
| Q4 2025 | $4.2M | 71.6K | — | — |
| Q4 2025 | $561K | 11.1K | — | — |
| Q4 2025 | $21.9M | 382.0K | — | — |
| Q4 2025 | $12.9M | 40.0K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B