Pinnacle Wealth Management Advisory Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.61M	Sell	74,946 -2,733	-4%	-$162K	0.27%	78
2026 Q1	$4.31M	Buy	77,679 +6,046	+8%	+$350K	0.29%	79
2025 Q4	$4.16M	Buy	71,633 +4,334	+6%	+$252K	0.29%	77
2025 Q3	$3.87M	Buy	67,299 +11,117	+20%	+$617K	0.29%	71
2025 Q2	$3.06M	Buy	56,182 +11,229	+25%	+$579K	0.25%	80
2025 Q1	$2.33M	Buy	44,953 +24,520	+120%	+$1.37M	0.22%	91
2024 Q4	$1.15M	Sell	20,433 -1,250	-6%	-$70.2K	0.11%	120
2024 Q3	$1.19M	Sell	21,683 -13	-0.1%	-$697	0.11%	121
2024 Q2	$1.2M	Hold	21,696	–	–	0.12%	119
2024 Q1	$1.18M	Buy	21,696 +1,839	+9%	+$96K	0.13%	116
2023 Q4	$991K	Buy	19,857 +7,507	+61%	+$362K	0.12%	122
2023 Q3	$580K	Buy	12,350 +2,600	+27%	+$125K	0.08%	160
2023 Q2	$472K	Hold	9,750	–	–	0.06%	189
2023 Q1	$440K	Buy	+9,750	New	+$418K	0.06%	187

Other funds holding JEPQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's JEPQ Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3.5% in Q2 2026, selling an estimated $162K and leaving 74,946 shares worth $4.61M. The position accounts for 0.27% of the portfolio, ranked #78.

Pinnacle Wealth Management Advisory Group first reported a position in JEPQ in Q1 2023 and has held it in 14 quarters since. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 74,946 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $4.61M as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 2,733 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $162K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.27% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #78 holding.
Pinnacle Wealth Management Advisory Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.