Pinnacle Associates Ltd’s Jpmorgan Chase & Co Position
Does Pinnacle Associates Ltd own Jpmorgan Chase & Co (JPM)? Yes — 413.7K shares worth $122M (+1.56% of its 13F portfolio) as of Q1 2026, down from 423.3K shares the prior filed quarter.
Position Value
$122M
Q1 2026
Shares
413.7K
% of Portfolio
+1.56%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 413.7K | $122M | +1.56% |
| Q4 2025 | 423.3K | $136M | +1.75% |
| Q3 2025 | 429.7K | $136M | +1.80% |
| Q2 2025 | 437.7K | $127M | +1.84% |
| Q1 2025 | 443.0K | $109M | +1.59% |
| Q4 2024 | 446.6K | $107M | +1.45% |
| Q3 2024 | 478.4K | $81M | +1.38% |
| Q2 2024 | 457.0K | $92M | +1.45% |
| Q1 2024 | 471.8K | $95M | +1.49% |
| Q4 2023 | 478.4K | $81M | +1.37% |
| Q3 2023 | 478.7K | $69M | +1.29% |
| Q2 2023 | 482.0K | $70M | +1.22% |
| Q1 2023 | 421.0K | $55M | +1.12% |
| Q4 2022 | 422.2K | $57M | +1.23% |
| Q3 2022 | 415.4K | $43M | +1.00% |
| Q2 2022 | 410.0K | $46M | +1.01% |
| Q1 2022 | 408.9K | $56M | +0.99% |
| Q4 2021 | 403.3K | $64M | +1.10% |
| Q3 2021 | 407.1K | $67M | +1.23% |
| Q2 2021 | 404.0K | $63M | +1.14% |
| Q1 2021 | 404.2K | $62M | +1.17% |
| Q4 2020 | 416.6K | $53M | +1.07% |
| Q3 2020 | 424.7K | $41M | +0.97% |
| Q2 2020 | 427.6K | $40M | +0.99% |
| Q1 2020 | 429.5K | $39M | +1.17% |
| Q4 2019 | 438.5K | $61M | +1.34% |
| Q3 2019 | 450.0K | $53M | +1.25% |
| Q2 2019 | 449.3K | $50M | +1.18% |
| Q1 2019 | 444.2K | $45M | +1.02% |
| Q4 2018 | 444.7K | $43M | +1.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Pinnacle Associates Ltd’s full portfolio or all institutional holders of JPM.