Pinnacle Wealth Management, LLC JEPI Holdings History
Pinnacle Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management, LLC held 159,767.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $9.13 Mil. This investment constitutes 10.28% of their stock portfolio, and Pinnacle Wealth Management, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Pinnacle Wealth Management, LLC has made 3 purchases of JEPI, at an average price of $56.47, for a total of 311,085.00 shares. In addition, there have been 2 sales at an average price of $55.07 for 151,318.00 shares. Based on historical transaction data and JEPI's current price of $56.96, Pinnacle Wealth Management, LLC's estimated gain on his JEPI holdings is $-134,221.95, reflecting a -0.76% gain to date.
Pinnacle Wealth Management, LLC JEPI ($56.96) Holding Chart
Pinnacle Wealth Management, LLC JEPI ($56.96) 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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