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Pinnacle Bancorp’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Pinnacle Bancorp’s Portfolio JPEF Stock Details JPEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.59K Sell
82
-188
-70% -$14.7K ﹤0.01% 812
2026
Q1 		$19.4K Hold
270
– – 0.01% 609
2025
Q4 		$20.2K Hold
270
– – 0.01% 594
2025
Q3 		$20K Hold
270
– – 0.01% 620
2025
Q2 		$18.9K Buy
+270
New +$17.6K 0.01% 609

Other funds holding JPEF

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Pinnacle Bancorp's JPEF Position: Q2 2026 in Review

Pinnacle Bancorp reduced its JPMorgan Equity Focus ETF (JPEF) stake by 70% in Q2 2026, selling an estimated $14.7K and leaving 82 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Pinnacle Bancorp first reported a position in JPEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.2K in Q4 2025. 121 funds tracked by Wall St. Rank hold JPEF as of Q2 2026.

  • Pinnacle Bancorp held 82 shares of JPMorgan Equity Focus ETF worth $6.59K as of Q2 2026.
  • Pinnacle Bancorp sold 188 JPMorgan Equity Focus ETF shares in Q2 2026, an estimated $14.7K.
  • JPMorgan Equity Focus ETF made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q2 2026, its #812 holding.
  • Pinnacle Bancorp first reported a position in JPMorgan Equity Focus ETF in Q2 2025 and has held it in 5 quarters since.
  • Pinnacle Bancorp's JPMorgan Equity Focus ETF position peaked at $20.2K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held JPMorgan Equity Focus ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.