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

Pinnacle Wealth Management, LLC

  • $82.7 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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

Track Pinnacle Wealth Management, LLC Portfolio

Follow Pinnacle Wealth Management, 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, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email