Pinnacle Wealth Management Advisory Group, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1631864
RED BANK, NJ
Position in JPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,778,301
+$1,863,939 QoQ
Shares Held
42,093
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,216
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $23,418,130 across 8 Banks - Diversified names. JPM ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
42,093 | $13,778,301 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,026 | $4,161,021 | |
| 3 | C |
Citigroup Inc
|
20,826 | $2,914,806 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,580 | $1,039,611 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,651 | $817,191 | |
| 6 | TD |
Toronto Dominion Bank
|
2,300 | $279,289 | |
| 7 | BCS |
Barclays PLC
|
8,374 | $224,925 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,100 | $202,986 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,778,301 | 42,093 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,914,362 | 40,503 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,904,911 | 40,050 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,819,390 | 40,641 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $11,859,058 | 40,906 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,036,204 | 40,914 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,845,608 | 41,073 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,589,171 | 40,734 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,274,658 | 40,911 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,224,918 | 41,063 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,907,590 | 40,609 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,755,553 | 39,688 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,568,315 | 38,286 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,956,210 | 38,034 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,646,146 | 42,104 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,028,370 | 38,549 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,266,229 | 37,885 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,338,972 | 39,165 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,488,727 | 34,662 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,441,891 | 27,136 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,167,849 | 26,796 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,817,015 | 25,074 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,236,599 | 25,471 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,443,236 | 25,379 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,259,227 | 24,019 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,986,601 | 22,066 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||