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PINNACLE ASSOCIATES LTD: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on JPM, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 413,954 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 413,954 shares
    Change vs previous 13F +294 shares

    1.48% of the 13F portfolio, value $135,499,664.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 413,660 shares
    Change vs previous 13F -9,597 shares

    1.56% of the 13F portfolio, value $121,682,262.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 423,257 shares
    Change vs previous 13F -6,443 shares

    1.75% of the 13F portfolio, value $136,381,948.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 429,700 shares
    Change vs previous 13F -7,980 shares

    1.8% of the 13F portfolio, value $135,540,268.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 437,680 shares
    Change vs previous 13F -5,344 shares

    1.84% of the 13F portfolio, value $126,887,876.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 443,024 shares
    Change vs previous 13F -3,553 shares

    1.59% of the 13F portfolio, value $108,673,754.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 446,577 shares
    Change vs previous 13F -31,792 shares

    1.45% of the 13F portfolio, value $107,048,992.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 478,369 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $81,370,582.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).