Pinnacle Bancorp’s JPMorgan Diversified Return US Small Cap Equity ETF JPSE Stock Holding History

Pinnacle Bancorp’s Portfolio JPSE Stock Details JPSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-86	Closed	-$3.38K	–	821
2023 Q3	$3.38K	Hold	86	–	–	﹤0.01%	731
2023 Q2	$3.52K	Hold	86	–	–	﹤0.01%	716
2023 Q1	$3.43K	Buy	86 +61	+244%	+$2.49K	﹤0.01%	741
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	734
2022 Q3	$1K	Buy	+25	New	+$986	﹤0.01%	727

Other funds holding JPSE

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $745M AUM 17.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Bancorp's JPSE Position: Q4 2023 in Review

Pinnacle Bancorp sold out of JPMorgan Diversified Return US Small Cap Equity ETF (JPSE) in Q4 2023, closing a stake of 86 shares — an estimated $3.38K sold.

Pinnacle Bancorp first reported a position in JPSE in Q3 2022 and held it in 5 quarters. The position peaked at $3.52K in Q2 2023. 89 funds tracked by Wall St. Rank hold JPSE as of Q4 2023.

Pinnacle Bancorp reported no remaining JPMorgan Diversified Return US Small Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
Pinnacle Bancorp sold 86 JPMorgan Diversified Return US Small Cap Equity ETF shares in Q4 2023, an estimated $3.38K.
Pinnacle Bancorp first reported a position in JPMorgan Diversified Return US Small Cap Equity ETF in Q3 2022 and held it in 5 quarters.
Pinnacle Bancorp's JPMorgan Diversified Return US Small Cap Equity ETF position peaked at $3.52K in Q2 2023.
89 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Small Cap Equity ETF as of Q4 2023.

Based on Pinnacle Bancorp's 13F filing for Q4 2023, filed 25 Jan 2024.