PINNACLE ASSOCIATES LTD

Position in JPM — Jpmorgan Chase & Co

CIK 743127 NEW YORK, NY

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$135,499,562

+$13,817,337 QoQ

Shares Held

413,954

+0.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#338

of 5,072 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. JPM ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	413,954	$135,499,562
2	BAC	Bank Of America Corp /De/	877,301	$49,988,610
3	C	Citigroup Inc	332,112	$46,482,395
4	WFC	Wells Fargo & Company/Mn	175,651	$14,515,798
5	RY	Royal Bank Of Canada	57,530	$11,906,984
6	BNY	Bank of New York Mellon Corp	60,577	$8,760,039
7	BMO	Bank Of Montreal /Can/	32,000	$5,654,400
8	TD	Toronto Dominion Bank	29,507	$3,583,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,499,562	413,954	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$121,682,225	413,660	-2.3%	Shares	Sole	2026-04-22
2025-12-31	$136,381,870	423,257	-1.5%	Shares	Sole	2026-02-05
2025-09-30	$135,540,271	429,700	-1.8%	Shares	Sole	2025-11-13
2025-06-30	$126,887,808	437,680	-1.2%	Shares	Sole	2025-08-04
2025-03-31	$108,673,787	443,024	-0.8%	Shares	Sole	2025-05-06
2024-12-31	$107,048,972	446,577	-6.6%	Shares	Sole	2025-02-14
2024-09-30	$100,868,887	478,369	+4.7%	Shares	Sole	2024-10-25
2024-06-30	$92,435,651	457,014	-3.1%	Shares	Sole	2024-07-30
2024-03-31	$94,501,139	471,798	-1.4%	Shares	Sole	2024-04-26
2023-12-31	$81,370,566	478,369	-0.1%	Shares	Sole	2024-01-19
2023-09-30	$69,415,128	478,659	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$70,098,444	481,975	+14.5%	Shares	Sole	2023-07-27
2023-03-31	$54,860,379	420,999	-0.3%	Shares	Sole	2023-05-05
2022-12-31	$56,617,690	422,205	+1.6%	Shares	Sole	2023-02-01
2022-09-30	$43,413,793	415,443	+1.3%	Shares	Sole	2022-11-01
2022-06-30	$46,165,820	409,962	+0.3%	Shares	Sole	2022-08-02
2022-03-31	$55,743,020	408,913	+1.4%	Shares	Sole	2022-05-05
2021-12-31	$63,869,997	403,347	-0.9%	Shares	Sole	2022-02-02
2021-09-30	$66,640,163	407,112	+0.8%	Shares	Sole	2021-10-19
2021-06-30	$62,831,938	403,960	-0.0%	Shares	Sole	2021-08-02
2021-03-31	$61,525,429	404,161	-3.0%	Shares	Sole	2021-05-12
2020-12-31	$52,936,726	416,595	-1.9%	Shares	Sole	2021-01-26
2020-09-30	$40,884,232	424,683	-0.7%	Shares	Sole	2020-10-23
2020-06-30	$40,220,056	427,600	-0.4%	Shares	Sole	2020-08-14
2020-03-31	$38,667,254	429,493	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.