Pinnacle Wealth Management, LLC JBND Holdings History
Pinnacle Wealth Management, LLC's JP MORGAN ETF TRUS Holding Summary
As of 2025-03-31, Pinnacle Wealth Management, LLC held 190,615.00 shares of JP MORGAN ETF TRUS(JBND), totaling $10.20 Mil. This investment constitutes 11.49% of their stock portfolio, and Pinnacle Wealth Management, LLC now holds 0.53% of the outstanding JP MORGAN ETF TRUS(JBND) stock.
The initial trade took place in 2025Q1. And since then Pinnacle Wealth Management, LLC has made 1 purchases of JBND, at an average price of $52.79, for a total of 190,615.00 shares. Based on historical transaction data and JBND's current price of $53.40, Pinnacle Wealth Management, LLC's estimated gain on his JBND holdings is $116,275.15, reflecting a 1.16% gain to date.
Pinnacle Wealth Management, LLC JBND ($53.40) Holding Chart
Pinnacle Wealth Management, LLC JBND ($53.40) 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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