Pinnacle Wealth Planning Services, Inc. Jp Morgan High Yield Research Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 103,361 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103,361
Previous 97,560 5.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 11, 2025
BUY
N/A
5,801 Added 5.95%
103,361 $0
Q1 2025

May 15, 2025
BUY
N/A
4,265 Added 4.57%
97,560 $0
Q4 2024

Feb 06, 2025
BUY
N/A
5,904 Added 6.76%
93,295 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-999 Reduced 1.13%
87,391 $0
Q2 2024

Aug 09, 2024
BUY
N/A
4,123 Added 4.89%
88,390 $0
Q1 2024

May 09, 2024
BUY
$0.0 - $46.09 $0 - $257,043
5,577 Added 7.09%
84,267 $0
Q4 2023

Feb 07, 2024
SELL
$42.77 - $46.47 $78,867 - $85,690
-1,844 Reduced 2.29%
78,690 $3.61 Million
Q3 2023

Nov 07, 2023
BUY
$43.75 - $44.94 $107,581 - $110,507
2,459 Added 3.15%
80,534 $3.53 Million
Q2 2023

Aug 07, 2023
SELL
$0.0 - $44.74 $0 - $405,433
-9,062 Reduced 10.4%
78,075 $3.48 Million
Q1 2023

May 03, 2023
SELL
$43.5 - $45.93 $275,442 - $290,828
-6,332 Reduced 6.77%
87,137 $3.92 Million
Q4 2022

Feb 13, 2023
BUY
$42.82 - $45.24 $1.56 Million - $1.65 Million
36,476 Added 64.0%
93,469 $4.1 Million
Q3 2022

Nov 09, 2022
BUY
N/A
2,796 Added 5.16%
56,993 $2.42 Million
Q2 2022

Aug 03, 2022
BUY
N/A
2,603 Added 5.05%
54,197 $2.36 Million
Q1 2022

Apr 20, 2022
BUY
N/A
2,754 Added 5.64%
51,594 $2.52 Million
Q4 2021

Jan 21, 2022
BUY
N/A
3,566 Added 7.88%
48,840 $2.53 Million
Q3 2021

Oct 29, 2021
BUY
N/A
2,994 Added 7.08%
45,274 $2.36 Million
Q2 2021

Aug 02, 2021
BUY
N/A
1,872 Added 4.63%
42,280 $2.21 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-10,510 Reduced 20.64%
40,408 $2.08 Million
Q4 2020

Feb 12, 2021
BUY
N/A
335 Added 0.66%
50,918 $2.2 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-28,611 Reduced 36.13%
50,583 $2.11 Million
Q2 2020

Jul 27, 2020
BUY
N/A
18,048 Added 29.52%
79,194 $3.46 Million
Q1 2020

May 11, 2020
BUY
N/A
3,034 Added 5.22%
61,146 $2.71 Million
Q4 2019

Feb 07, 2020
BUY
N/A
3,903 Added 7.2%
58,112 $3.01 Million
Q3 2019

Oct 31, 2019
BUY
N/A
4,487 Added 9.02%
54,209 $2.78 Million
Q2 2019

Aug 06, 2019
BUY
N/A
2,619 Added 5.56%
49,722 $2.54 Million
Q1 2019

May 08, 2019
SELL
N/A
-28,559 Reduced 37.75%
47,103 $2.37 Million
Q4 2018

Mar 01, 2019
BUY
N/A
29,959 Added 65.55%
75,662 $3.6 Million
Q3 2018

Feb 28, 2019
BUY
N/A
13,062 Added 40.02%
45,703 $2.27 Million
Q2 2018

Feb 28, 2019
BUY
N/A
1,449 Added 4.65%
32,641 $1.62 Million
Q1 2018

Feb 28, 2019
BUY
N/A
26,528 Added 568.78%
31,192 $1.56 Million
Q4 2017

Feb 12, 2018
BUY
N/A
4,664
4,664 $239,000

Others Institutions Holding JPHY

# of Institutions
109
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN HIGH YIELD RESEARCH

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

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. 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 Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email