Pinnacle Wealth Management Advisory Group, LLC JEPI Holdings History
Pinnacle Wealth Management Advisory Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 382,194.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $21.84 Mil. This investment constitutes 2.04% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 11 purchases of JEPI, at an average price of $55.03, for a total of 439,312.00 shares. In addition, there have been 2 sales at an average price of $53.87 for 57,118.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his JEPI holdings is $677,008.22, reflecting a 2.80% gain to date.
Pinnacle Wealth Management Advisory Group, LLC JEPI ($56.97) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC JEPI ($56.97) 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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