Pinnacle Wealth Management Advisory Group, LLC Jpmorgan Tr Us Aggregate Bond Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	N/A	-4,172 Closed	0 $0
Q1 2022 May 05, 2022	SELL	N/A	-96 Reduced 2.25%	4,172 $211,000
Q4 2021 Jan 20, 2022	SELL	N/A	-240 Reduced 5.32%	4,268 $230,000
Q2 2021 Aug 10, 2021	SELL	N/A	-4,517 Reduced 50.05%	4,508 $246,000
Q1 2021 May 13, 2021	BUY	N/A	9,025 New	9,025 $242,000

Others Institutions Holding JAGG

# of Institutions

Shares Held

22.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

14.1M
Shares

$0
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.03M
Shares

$0
0.0% of portfolio
Clearwater Capital Advisors, LLC

945K
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

678K
Shares

$0
0.0% of portfolio
Berger Financial Group, Inc Plymouth, MN

487K
Shares

$0
0.0% of portfolio

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