PINNACLE WEALTH PLANNING SERVICES, INC. – JPMorgan Chase & Co. Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$1.90M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. 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 | +46.93% | 5.83K shares | 509K | $104.5 | 18.26K |
| Q2 2022 | share | Decrease | -75.78% | -38.88K shares | -5.59M | $112.61 | 12.43K |
| Q1 2022 | share | Increase | +260.22% | 37.07K shares | 4.73M | $136.32 | 51.31K |
| Q4 2021 | share | Decrease | -4.34% | -647 shares | -182K | $158.48 | 14.24K |
| Q3 2021 | share | Increase | +2.72% | 394 shares | 183K | $162.73 | 14.89K |
| Q2 2021 | share | Decrease | -0.14% | -20 shares | 45K | $153.74 | 14.49K |
| Q1 2021 | share | Increase | +17.09% | 2.11K shares | 635K | $149.59 | 14.51K |
| Q4 2020 | share | Increase | +1.32% | 162 shares | 397K | $123.98 | 12.4K |
| Q3 2020 | share | Increase | +5.98% | 690 shares | 92K | $93.08 | 12.23K |
| Q2 2020 | share | Decrease | -24.84% | -3.81K shares | -297K | $90.07 | 11.54K |
| Q1 2020 | share | Increase | +18.22% | 2.36K shares | -428K | $85.3 | 15.36K |
| Q4 2019 | share | Increase | +20.61% | 2.22K shares | 543K | $131.22 | 12.99K |
| Q3 2019 | share | Increase | +27.85% | 2.34K shares | 326K | $109.9 | 10.77K |
| Q2 2019 | share | Increase | +34.83% | 2.17K shares | 309K | $103.67 | 8.42K |
| Q1 2019 | share | Decrease | -17.54% | -1.33K shares | -108K | $93.16 | 6.25K |
| Q4 2018 | share | Decrease | -1.21% | -93 shares | -125K | $89.1 | 7.58K |
| Q3 2018 | share | Decrease | -8.45% | -708 shares | -7K | $102.28 | 7.67K |
| Q2 2018 | share | Increase | +2.19% | 180 shares | -29K | $93.95 | 8.38K |
| Q1 2018 | share | Increase | +228.47% | 5.70K shares | 635K | $98.65 | 8.20K |
| Q4 2017 | share | Increase | 0.00% | 2.49K shares | 267K | $95.45 | 2.49K |