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 7,594 shares of JEPI stock, worth $441,970. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,594
Previous 7,453 1.89%
Holding current value
$441,970
Previous $422,000 6.87%
% of portfolio
0.26%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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