Pinnacle Wealth Management Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.3 Billion
Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 67,299 shares of JEPQ stock, worth $3.89 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

67,299

Previous 56,182 19.79%

Holding current value

$3.89 Million

Previous $3.06 Million 26.67%

% of portfolio

0.3%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$53.81 - $57.52 $598,205 - $639,449	11,117 Added 19.79%	67,299 $3.87 Million
Q2 2025 Aug 07, 2025	BUY	$45.88 - $54.4 $515,186 - $610,857	11,229 Added 24.98%	56,182 $3.06 Million
Q1 2025 May 07, 2025	BUY	$51.45 - $58.51 $1.26 Million - $1.43 Million	24,520 Added 120.0%	44,953 $2.33 Million
Q4 2024 Jan 30, 2025	SELL	$53.94 - $58.15 $67,425 - $72,687	-1,250 Reduced 5.76%	20,433 $1.15 Million
Q3 2024 Oct 16, 2024	SELL	$49.7 - $56.11 $646 - $729	-13 Reduced 0.06%	21,683 $1.19 Million

Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $90,147 - $99,839	1,839 Added 9.26%	21,696 $1.18 Million
Q4 2023 Feb 06, 2024	BUY	$45.1 - $50.32 $338,565 - $377,752	7,507 Added 60.79%	19,857 $991,000
Q3 2023 Oct 25, 2023	BUY	$46.47 - $49.43 $120,822 - $128,518	2,600 Added 26.67%	12,350 $579,000
Q1 2023 May 04, 2023	BUY	$40.25 - $45.09 $392,437 - $439,627	9,750 New	9,750 $439,000

Others Institutions Holding JEPQ

# of Institutions

916

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Pinnacle Wealth Management Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History