Pinnacle Wealth Management Group, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1868491 PLYMOUTH, MI

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,550,875

+$358,945 QoQ

Shares Held

10,848

-0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.59%

of 13F equity value

Holder Rank

#2,403

of 5,058 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Management Group, Inc. holds $3,992,883 across 3 Banks - Diversified names. JPM ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,848	$3,550,875
2	C	Citigroup Inc	1,699	$237,792
3	BAC	Bank Of America Corp /De/	3,584	$204,216

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,550,875	10,848	-0.0%	Shares	Sole	2026-07-15
2026-03-31	$3,191,930	10,851	-1.3%	Shares	Sole	2026-04-14
2025-12-31	$3,542,164	10,993	-0.6%	Shares	Sole	2026-01-23
2025-09-30	$3,488,971	11,061	+0.6%	Shares	Sole	2025-10-08
2025-06-30	$3,188,720	10,999	-2.3%	Shares	Sole	2025-07-31
2025-03-31	$2,761,832	11,259	-0.2%	Shares	Sole	2025-04-11
2024-12-31	$2,703,209	11,277	+0.2%	Shares	Sole	2025-01-13
2024-09-30	$2,372,596	11,252	+0.6%	Shares	Sole	2024-10-10
2024-06-30	$2,261,873	11,183	+0.3%	Shares	Sole	2024-07-24
2024-03-31	$2,232,143	11,144	-1.2%	Shares	Sole	2024-04-24
2023-12-31	$1,918,047	11,276	0.0%	Shares	Sole	2024-01-17
2023-09-30	$1,635,245	11,276	+0.2%	Shares	Sole	2023-10-11
2023-06-30	$1,637,072	11,256	-4.7%	Shares	Sole	2023-07-10
2023-03-31	$1,538,439	11,806	-7.8%	Shares	Sole	2023-04-27
2022-12-31	$1,717,955	12,811	-20.3%	Shares	Sole	2023-01-09
2022-09-30	$1,680,464	16,081	0.0%	Shares	Sole	2022-10-07
2022-06-30	$1,810,881	16,081	+0.9%	Shares	Sole	2022-08-02
2022-03-31	$2,171,713	15,931	+1.3%	Shares	Sole	2022-04-21
2021-12-31	$2,491,003	15,731	+2.2%	Shares	Sole	2022-03-15
2021-09-30	$2,520,334	15,397	+1.2%	Shares	Sole	2021-10-28
2021-06-30	$2,366,541	15,215	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.