Pinnacle Family Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pinnacle Family Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Sell	5,207 -417	-7%	-$24.3K	0.14%	102
2025 Q4	$322K	Sell	5,624 -1,336	-19%	-$76.3K	0.14%	102
2025 Q3	$397K	Sell	6,960 -728	-9%	-$41.3K	0.17%	83
2025 Q2	$437K	Buy	7,688 +142	+2%	+$7.87K	0.21%	77
2025 Q1	$431K	Sell	7,546 -344	-4%	-$20K	0.23%	77
2024 Q4	$454K	Buy	7,890 +296	+4%	+$17.6K	0.22%	75
2024 Q3	$452K	Buy	7,594 +141	+2%	+$8.11K	0.23%	76
2024 Q2	$422K	Sell	7,453 -704	-9%	-$39.8K	0.23%	70
2024 Q1	$472K	Buy	8,157 +526	+7%	+$29.6K	0.25%	58
2023 Q4	$420K	Buy	7,631 +516	+7%	+$27.8K	0.25%	63
2023 Q3	$381K	Buy	7,115 +557	+8%	+$30.7K	0.22%	59
2023 Q2	$363K	Buy	6,558 +2,127	+48%	+$116K	0.2%	76
2023 Q1	$242K	Buy	+4,431	New	+$240K	0.15%	87

Other funds holding JEPI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Family Advisors's JEPI Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.4% in Q1 2026, selling an estimated $24.3K and leaving 5,207 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #102.

Pinnacle Family Advisors first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $472K in Q1 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Pinnacle Family Advisors held 5,207 shares of JPMorgan Equity Premium Income ETF worth $295K as of Q1 2026.
Pinnacle Family Advisors sold 417 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $24.3K.
JPMorgan Equity Premium Income ETF made up 0.14% of Pinnacle Family Advisors's portfolio in Q1 2026, its #102 holding.
Pinnacle Family Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Pinnacle Family Advisors's JPMorgan Equity Premium Income ETF position peaked at $472K in Q1 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.