Pinnacle Family Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 7,546 shares of JEPI stock, worth $414,124. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,546

Previous 7,890 4.36%

Holding current value

$414,124

Previous $453,000 4.86%

% of portfolio

0.27%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$56.17 - $59.71 $19,322 - $20,540	-344 Reduced 4.36%	7,546 $431,000
Q4 2024 Feb 14, 2025	BUY	$57.53 - $60.83 $17,028 - $18,005	296 Added 3.9%	7,890 $453,000
Q3 2024 Nov 14, 2024	BUY	$54.98 - $59.51 $7,752 - $8,390	141 Added 1.89%	7,594 $451,000
Q2 2024 Aug 14, 2024	SELL	$55.45 - $57.39 $39,036 - $40,402	-704 Reduced 8.63%	7,453 $422,000
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $28,798 - $30,434	526 Added 6.89%	8,157 $471,000
Q4 2023 Feb 14, 2024	BUY	$51.51 - $55.33 $26,579 - $28,550	516 Added 7.25%	7,631 $419,000
Q3 2023 Nov 14, 2023	BUY	$53.5 - $55.92 $29,799 - $31,147	557 Added 8.49%	7,115 $381,000
Q2 2023 Aug 14, 2023	BUY	$53.85 - $55.4 $114,538 - $117,835	2,127 Added 48.0%	6,558 $362,000
Q1 2023 May 15, 2023	BUY	$52.13 - $55.7 $230,988 - $246,806	4,431 New	4,431 $241,000

Others Institutions Holding JEPI

# of Institutions

1,364

Shares Held

333M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Pinnacle Family Advisors, LLC J P Morgan Exchange Traded Fd Transaction History