Back to JPM-PM
Pinnacle Wealth Planning Services, Inc. → JPM-PM
Pinnacle Wealth Planning Services, Inc. JPM-PM Position History
JPM-PM
Quarters held
33
Latest value
$690
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.4M |
| Q3 2025 | $230K |
| Q3 2025 | $513K |
| Q3 2025 | $5.3M |
| Q4 2025 | $45K |
| Q4 2025 | $8.7M |
| Q4 2025 | $187K |
| Q4 2025 | $44K |
| Q4 2025 | $426K |
| Q4 2025 | $5.5M |
| Q4 2025 | $202K |
| Q1 2026 | $7.7M |
| Q1 2026 | $97K |
| Q1 2026 | $21K |
| Q1 2026 | $426K |
| Q1 2026 | $5.4M |
| Q1 2026 | $25K |
| Q1 2026 | $691 |
| Q2 2026 | $8.5M |
| Q2 2026 | $159K |
| Q2 2026 | $22K |
| Q2 2026 | $426K |
| Q2 2026 | $5.8M |
| Q2 2026 | $27K |
| Q2 2026 | $690 |
| Q3 2026 | $8.5M |
| Q3 2026 | $41K |
| Q3 2026 | $8K |
| Q3 2026 | $158K |
| Q3 2026 | $424K |
| Q3 2026 | $5.8M |
| Q3 2026 | $27K |
| Q3 2026 | $690 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $690 | 20 | — | — |
| Q3 2026 | $27K | 446 | — | — |
| Q3 2026 | $5.8M | 131.3K | — | — |
| Q3 2026 | $424K | 8.4K | — | — |
| Q3 2026 | $158K | 2.8K | — | — |
| Q3 2026 | $8K | 99 | — | — |
| Q3 2026 | $41K | 500 | — | — |
| Q3 2026 | $8.5M | 25.6K | — | — |
| Q2 2026 | $690 | 20 | — | — |
| Q2 2026 | $27K | 446 | — | — |
| Q2 2026 | $5.8M | 126.8K | — | — |
| Q2 2026 | $426K | 8.4K | — | — |
| Q2 2026 | $22K | 426 | — | — |
| Q2 2026 | $159K | 2.8K | — | — |
| Q2 2026 | $8.5M | 25.9K | — | — |
| Q1 2026 | $691 | 20 | — | — |
| Q1 2026 | $25K | 446 | — | — |
| Q1 2026 | $5.4M | 118.8K | — | — |
| Q1 2026 | $426K | 8.4K | — | — |
| Q1 2026 | $21K | 426 | — | — |
| Q1 2026 | $97K | 1.7K | — | — |
| Q1 2026 | $7.7M | 26.1K | — | — |
| Q4 2025 | $202K | 3.5K | — | — |
| Q4 2025 | $5.5M | 118.4K | — | — |
| Q4 2025 | $426K | 8.4K | — | — |
| Q4 2025 | $44K | 880 | — | — |
| Q4 2025 | $187K | 3.3K | — | — |
| Q4 2025 | $8.7M | 27.1K | — | — |
| Q4 2025 | $45K | 2.0K | — | — |
| Q3 2025 | $5.3M | 112.7K | — | — |
| Q3 2025 | $513K | 10.1K | — | — |
| Q3 2025 | $230K | 4.0K | — | — |
| Q3 2025 | $8.4M | 26.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B