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Disclosery

Pinnacle Wealth Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle Wealth Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Pinnacle Wealth Management, LLC held 0 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -5,877 shares

    13F-HR 0001911464-26-000003 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,877 shares
    Change vs previous 13F -2,749 shares

    1.16% of the 13F portfolio, value $1,728,853.

    13F-HR 0001911464-26-000002 filed by Pinnacle Wealth Management, LLC
    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 8,626 shares
    Change vs previous 13F +57 shares

    1.87% of the 13F portfolio, value $2,779,470.

    13F-HR 0001911464-26-000001 filed by Pinnacle Wealth Management, LLC
    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 8,569 shares
    Change vs previous 13F -1,196 shares

    1.82% of the 13F portfolio, value $2,702,920.

    13F-HR 0001911464-25-000004 filed by Pinnacle Wealth Management, LLC
    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 9,765 shares
    Change vs previous 13F +8,136 shares

    2.37% of the 13F portfolio, value $2,830,971.

    13F-HR 0001085146-25-004265 filed by Pinnacle Wealth Management, LLC
    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 1,629 shares
    Change vs previous 13F -8,359 shares

    0.45% of the 13F portfolio, value $399,594.

    13F-HR 0001085146-25-003055 filed by Pinnacle Wealth Management, LLC
    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 9,988 shares
    Change vs previous 13F -99 shares

    2.66% of the 13F portfolio, value $2,394,223.

    13F-HR 0001085146-25-001738 filed by Pinnacle Wealth Management, LLC
    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 10,087 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $2,126,945.

    13F-HR 0001085146-24-005566 filed by Pinnacle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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