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

Pinnacle Wealth Management Advisory Group, LLC

  • $1.18 Billion
  • Q2 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 56,182 shares of JEPQ stock, worth $3.11 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
56,182
Previous 44,953 24.98%
Holding current value
$3.11 Million
Previous $2.33 Million 31.33%
% of portfolio
0.26%
Previous 0.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
831
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
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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