Pinnacle Wealth Planning Services, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 1726752
MANSFIELD, OH
Position in JPM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,477,192
+$805,794 QoQ
Shares Held
25,898
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,607
of 5,048 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. JPM ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
25,898 | $8,477,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,829 | $2,839,256 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,799 | $1,470,909 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,487 | $1,082,695 | |
| 5 | BCS |
Barclays PLC
|
37,563 | $1,008,942 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
10,263 | $975,908 | |
| 7 | SAN |
Banco Santander, S.A.
|
62,194 | $858,277 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,865 | $774,956 |
All Filings in JPM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,477,192 | 25,898 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,671,398 | 26,079 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,744,406 | 27,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,392,961 | 26,608 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,748,725 | 16,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,005,258 | 16,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,587,020 | 14,964 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,764,272 | 17,852 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,428,913 | 16,953 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,587,172 | 17,909 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,070,815 | 18,053 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,639,799 | 18,203 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,659,515 | 18,286 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,218,527 | 17,025 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,157,534 | 16,089 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,908,588 | 18,264 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,399,742 | 12,430 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,995,533 | 51,317 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,255,853 | 14,246 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,437,835 | 14,893 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,255,174 | 14,499 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,210,226 | 14,519 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,575,667 | 12,400 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,178,152 | 12,238 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,086,204 | 11,548 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,383,220 | 15,364 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||