J P Morgan Exchange-traded F shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 331k | 59.51 |
| 2024-06-30 | $19M | 330k | 56.68 |
| 2024-03-31 | $19M | 326k | 57.86 |
| 2023-12-31 | $17M | 303k | 54.98 |
| 2023-09-30 | $17M | 313k | 53.56 |
| 2023-06-30 | $17M | 298k | 55.33 |
| 2023-03-31 | $15M | 265k | 54.60 |
| 2022-12-31 | $17M | 312k | 54.49 |
| 2022-09-30 | $13M | 244k | 51.23 |
| 2022-06-30 | $421k | 7.6k | 55.47 |
| 2022-03-31 | $292k | 4.8k | 61.47 |
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