Pinnacle Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Pinnacle Wealth Management, LLC

  • $82.8 Million
  • Q2 2025

A detailed history of Pinnacle Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 110,394 shares of JEPI stock, worth $6.29 Million. This represents 7.58% of its overall portfolio holdings.

Number of Shares
110,394
Previous 159,767 30.9%
Holding current value
$6.29 Million
Previous $9.13 Million 31.26%
% of portfolio
7.58%
Previous 15.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$51.14 - $57.0 $2.52 Million - $2.81 Million
-49,373 Reduced 30.9%
110,394 $6.28 Million
Q1 2025

May 13, 2025
BUY
$56.17 - $59.71 $8.97 Million - $9.54 Million
159,767 New
159,767 $9.13 Million
Q2 2023

Aug 10, 2023
BUY
$53.85 - $55.4 $471,833 - $485,414
8,762 Added 6.28%
148,189 $8.2 Million
Q4 2022

Jan 27, 2023
SELL
$50.88 - $56.78 $159,203 - $177,664
-3,129 Reduced 2.19%
139,427 $7.6 Million
Q3 2022

Oct 24, 2022
BUY
$51.23 - $57.83 $7.3 Million - $8.24 Million
142,556 New
142,556 $7.3 Million

Others Institutions Holding JEPI

# of Institutions
1,402
Shares Held
747M
Call Options Held
839K
Put Options Held
634K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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