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

Pinnacle Wealth Management Advisory Group, LLC

  • $925 Million
  • Q1 2024

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 21,696 shares of JEPQ stock, worth $1.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
21,696
Previous 19,857 9.26%
Holding current value
$1.2 Million
Previous $991,000 18.67%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
513
Shares Held
85.7M
Call Options Held
65.2K
Put Options Held
102K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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