Pinnacle Wealth Management Advisory Group, LLC

SEC CIK: 0001631864
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Pinnacle Wealth Management Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 42,093
Value: $13.8M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Pinnacle Wealth Management Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,093	$13.8M	0.8%	+1,590+3.9%	Added	Holders
Q1 2026	40,503	$11.9M	0.8%	+453+1.1%	Added	Holders
Q4 2025	40,050	$12.9M	0.9%	−591−1.5%	Reduced	Holders
Q3 2025	40,641	$12.8M	1.0%	−265−0.6%	Reduced	Holders
Q2 2025	40,906	$11.9M	1.0%	−80.0%	Reduced	Holders
Q1 2025	40,914	$10.0M	0.9%	−159−0.4%	Reduced	Holders
Q4 2024	41,073	$9.85M	0.9%	+339+0.8%	Added	Holders
Q3 2024	40,734	$8.59M	0.8%	−177−0.4%	Reduced	Holders
Q2 2024	40,911	$8.27M	0.9%	−152−0.4%	Reduced	Holders
Q1 2024	41,063	$8.22M	0.9%	+454+1.1%	Added	Holders
Q4 2023	40,609	$6.91M	0.8%	+921+2.3%	Added	Holders
Q3 2023	39,688	$5.76M	0.7%	+1,402+3.7%	Added	Holders
Q2 2023	38,286	$5.57M	0.7%	+252+0.7%	Added	Holders
Q1 2023	38,034	$4.96M	0.7%	−4,070−9.7%	Reduced	Holders
Q4 2022	42,104	$5.65M	0.8%	+3,555+9.2%	Added	Holders
Q3 2022	38,549	$4.03M	0.7%	+664+1.8%	Added	Holders
Q2 2022	37,885	$4.27M	0.7%	−1,280−3.3%	Reduced	Holders
Q1 2022	39,165	$5.34M	0.8%	+4,503+13.0%	Added	Holders
Q4 2021	34,662	$5.49M	0.9%	+7,526+27.7%	Added	Holders
Q3 2021	27,136	$4.44M	1.0%	+340+1.3%	Added	Holders
Q2 2021	26,796	$4.17M	1.0%	+1,722+6.9%	Added	Holders
Q1 2021	25,074	$3.82M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.