Position in JPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,606,828
+$661,561 QoQ
Shares Held
20,184
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#1,831
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 59%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $12,190,996 across 12 Banks - Diversified names. JPM ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
20,184 | $6,606,828 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,711 | $2,832,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,185 | $1,916,008 | |
| 4 | TD |
Toronto Dominion Bank
|
2,890 | $350,932 | |
| 5 | C |
Citigroup Inc
|
2,105 | $294,615 | |
| 6 | BNS |
Bank Of Nova Scotia
|
735 | $63,827 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,185 | $54,756 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
187 | $27,042 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,606,828 | 20,184 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,945,267 | 20,211 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,499,177 | 20,170 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,582,393 | 20,868 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,801,389 | 20,011 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,977,872 | 20,293 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,916,212 | 20,509 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,478,877 | 21,241 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,244,452 | 16,041 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,213,813 | 16,045 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,726,022 | 16,026 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,700,910 | 25,520 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,698,148 | 32,303 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $4,173,959 | 32,031 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,278,728 | 31,907 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,484,970 | 33,349 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,749,913 | 33,300 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,526,778 | 33,207 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $5,238,218 | 33,080 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,689,245 | 22,538 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,765,223 | 11,349 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,717,306 | 11,281 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,434,239 | 11,287 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,071,677 | 11,132 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,034,001 | 10,993 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $989,699 | 10,993 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||