Pinnacle Wealth Management Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $962 Million
- Q2 2024
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 329,996 shares of JEPI stock, worth $19.6 Million. This represents 1.94% of its overall portfolio holdings.
Number of Shares
329,996
Previous 325,494
1.38%
Holding current value
$19.6 Million
Previous $18.8 Million
0.68%
% of portfolio
1.94%
Previous 2.04%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,132Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$752 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$422 Million0.14% of portfolio