Pinnacle Wealth Management Advisory Group, LLC JEPQ Holdings History
Pinnacle Wealth Management Advisory Group, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 44,953.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.33 Mil. This investment constitutes 0.22% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 5 purchases of JEPQ, at an average price of $51.22, for a total of 46,216.00 shares. In addition, there have been 2 sales at an average price of $56.14 for 1,263.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his JEPQ holdings is $162,297.79, reflecting a 6.86% gain to date.
Pinnacle Wealth Management Advisory Group, LLC JEPQ ($54.69) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC JEPQ ($54.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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