Pinnacle Wealth Management Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 67,299 shares of JEPQ stock, worth $3.84 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
67,299
Previous 56,182 19.79%
Holding current value
$3.84 Million
Previous $3.06 Million 26.67%
% of portfolio
0.3%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$53.81 - $57.52 $598,205 - $639,449
11,117 Added 19.79%
67,299 $3.87 Million
Q2 2025

Aug 07, 2025
BUY
$45.88 - $54.4 $515,186 - $610,857
11,229 Added 24.98%
56,182 $3.06 Million
Q1 2025

May 07, 2025
BUY
$51.45 - $58.51 $1.26 Million - $1.43 Million
24,520 Added 120.0%
44,953 $2.33 Million
Q4 2024

Jan 30, 2025
SELL
$53.94 - $58.15 $67,425 - $72,687
-1,250 Reduced 5.76%
20,433 $1.15 Million
Q3 2024

Oct 16, 2024
SELL
$49.7 - $56.11 $646 - $729
-13 Reduced 0.06%
21,683 $1.19 Million
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $90,147 - $99,839
1,839 Added 9.26%
21,696 $1.18 Million
Q4 2023

Feb 06, 2024
BUY
$45.1 - $50.32 $338,565 - $377,752
7,507 Added 60.79%
19,857 $991,000
Q3 2023

Oct 25, 2023
BUY
$46.47 - $49.43 $120,822 - $128,518
2,600 Added 26.67%
12,350 $579,000
Q1 2023

May 04, 2023
BUY
$40.25 - $45.09 $392,437 - $439,627
9,750 New
9,750 $439,000

Others Institutions Holding JEPQ

# of Institutions
867
Shares Held
164M
Call Options Held
1.34M
Put Options Held
666K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email