PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – JPMorgan Chase & Co. Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
$4.02M
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC quarter portfolio value change:
-7.20%
quarter
JPMorgan Chase & Co. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.75% | 664 shares | -238K | $104.5 | 38.54K |
| Q2 2022 | share | Decrease | -3.27% | -1.28K shares | -1.07M | $112.61 | 37.88K |
| Q1 2022 | share | Increase | +12.99% | 4.50K shares | -150K | $136.32 | 39.16K |
| Q4 2021 | share | Increase | +27.73% | 7.52K shares | 1.04M | $158.48 | 34.66K |
| Q3 2021 | share | Increase | +1.27% | 340 shares | 274K | $162.73 | 27.13K |
| Q2 2021 | share | Increase | +6.87% | 1.72K shares | 351K | $153.74 | 26.79K |
| Q1 2021 | share | Decrease | -1.56% | -397 shares | 580K | $149.59 | 25.07K |
| Q4 2020 | share | Increase | +0.36% | 92 shares | 794K | $123.98 | 25.47K |
| Q3 2020 | share | Increase | +5.66% | 1.36K shares | 184K | $93.08 | 25.37K |
| Q2 2020 | share | Increase | +8.85% | 1.95K shares | 272K | $90.07 | 24.01K |
| Q1 2020 | share | Increase | +3.51% | 749 shares | -985K | $85.3 | 22.06K |
| Q4 2019 | share | Decrease | -1.39% | -300 shares | 428K | $131.22 | 21.31K |
| Q3 2019 | share | Decrease | -2.69% | -598 shares | 60K | $109.9 | 21.61K |
| Q2 2019 | share | Decrease | -1.51% | -340 shares | 201K | $103.67 | 22.21K |
| Q1 2019 | share | Increase | +6.34% | 1.34K shares | 212K | $93.16 | 22.55K |
| Q4 2018 | share | Increase | +3.72% | 760 shares | -237K | $89.1 | 21.21K |
| Q3 2018 | share | Increase | +7.10% | 1.35K shares | 318K | $102.28 | 20.45K |
| Q2 2018 | share | Decrease | -2.85% | -560 shares | -171K | $93.95 | 19.09K |
| Q1 2018 | share | Decrease | -25.15% | -6.60K shares | -647K | $98.65 | 19.65K |
| Q4 2017 | share | Increase | +0.34% | 90 shares | 308K | $95.45 | 26.26K |
| Q3 2017 | share | Increase | +0.29% | 75 shares | 115K | $84.75 | 26.17K |
| Q2 2017 | share | Increase | +2.68% | 680 shares | 153K | $80.67 | 26.09K |
| Q1 2017 | share | Decrease | -0.01% | -3 shares | 39K | $77.09 | 25.41K |
| Q4 2016 | share | Increase | +1.97% | 490 shares | 533K | $75.31 | 25.41K |
| Q3 2016 | share | Increase | +0.46% | 115 shares | 118K | $57.7 | 24.92K |
| Q2 2016 | share | Increase | +7.61% | 1.75K shares | 177K | $53.43 | 24.81K |
| Q1 2016 | share | Increase | +5.18% | 1.13K shares | -83K | $50.54 | 23.05K |