Pinnacle Wealth Management Advisory Group, LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	N/A	-4,172 Closed	0 $0
Q1 2022 May 05, 2022	SELL	N/A	-96 Reduced 2.25%	4,172 $211,000
Q4 2021 Jan 20, 2022	SELL	N/A	-240 Reduced 5.32%	4,268 $230,000
Q2 2021 Aug 10, 2021	SELL	N/A	-4,517 Reduced 50.05%	4,508 $246,000
Q1 2021 May 13, 2021	BUY	N/A	9,025 New	9,025 $242,000

Others Institutions Holding JAGG

# of Institutions

Shares Held

22.5M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

14.5M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.78M
Shares

$0
0.0% of portfolio
Clearwater Capital Advisors, LLC

876K
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

715K
Shares

$0
0.0% of portfolio
Janney Montgomery Scott LLC

675K
Shares

$0
0.09% of portfolio

View Full List

About JPMORGAN TR US AGGREGATE BOND

Ticker JAGG
Sector ETFs
Industry ETFs

More about JAGG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Account