PWPS
JEPI icon

Pinnacle Wealth Planning Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Pinnacle Wealth Planning Services’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 		$96.6K Sell
1,704
-1,554
-48% -$90.4K 0.01% 821
2025
Q4 		$187K Sell
3,258
-773
-19% -$44.1K 0.02% 490
2025
Q3 		$230K Buy
+4,031
New +$229K 0.03% 409
2024
Q2 		– Sell
-11,905
Closed -$689K – 536
2024
Q1 		$689K Buy
11,905
+4
+0% +$225 0.1% 133
2023
Q4 		$654K Buy
11,901
+5
+0% +$270 0.1% 132
2023
Q3 		$637K Buy
+11,896
New +$656K 0.11% 125

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's JEPI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 48% in Q1 2026, selling an estimated $90.4K and leaving 1,704 shares worth $96.6K. The position accounts for 0.01% of the portfolio, ranked #821.

Pinnacle Wealth Planning Services first reported a position in JEPI in Q3 2023 and has held it in 6 quarters since. The position peaked at $689K in Q1 2024. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,704 shares of JPMorgan Equity Premium Income ETF worth $96.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,554 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $90.4K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #821 holding.
  • Pinnacle Wealth Planning Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's JPMorgan Equity Premium Income ETF position peaked at $689K in Q1 2024.
  • 1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.