Pinnacle Wealth Management Advisory Group, LLC J P Morgan Diversified Return Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 8,859 shares of JPSE stock, worth $390,150. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,859
Previous 8,859 -0.0%
Holding current value
$390,150
Previous $415,000 6.99%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$42.08 - $45.34 $7,616 - $8,206
-181 Reduced 2.0%
8,859 $386,000
Q1 2024

Apr 30, 2024
SELL
$41.74 - $45.2 $90,367 - $97,858
-2,165 Reduced 19.32%
9,040 $408,000
Q3 2023

Oct 25, 2023
SELL
$38.77 - $43.1 $263,248 - $292,649
-6,790 Reduced 37.73%
11,205 $440,000
Q2 2023

Aug 02, 2023
BUY
$37.79 - $40.96 $244,312 - $264,806
6,465 Added 56.07%
17,995 $737,000
Q3 2022

Nov 09, 2022
SELL
$35.2 - $43.26 $309,372 - $380,212
-8,789 Reduced 43.26%
11,530 $408,000
Q2 2022

Aug 01, 2022
SELL
$36.34 - $44.25 $75,986 - $92,526
-2,091 Reduced 9.33%
20,319 $760,000
Q4 2020

Feb 03, 2021
SELL
$28.78 - $36.3 $97,132 - $122,512
-3,375 Reduced 13.09%
22,410 $807,000
Q2 2020

Aug 11, 2020
SELL
$19.75 - $29.51 $17,775 - $26,559
-900 Reduced 3.37%
25,785 $700,000
Q1 2020

May 08, 2020
BUY
$18.9 - $33.17 $504,346 - $885,141
26,685 New
26,685 $575,000

Others Institutions Holding JPSE

# of Institutions
111
Shares Held
9.92M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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