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 Q3	$158K	Buy	2,816 +6	+0.2%	+$342	0.02%	610
2026 Q2	$159K	Buy	2,810 +1,106	+65%	+$62.5K	0.02%	631
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 New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Pinnacle Wealth Planning Services's JEPI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.21% in Q3 2026, buying an estimated $342 and bringing the position to 2,816 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #610.

Pinnacle Wealth Planning Services first reported a position in JEPI in Q3 2023 and has held it in 8 quarters since. The position peaked at $689K in Q1 2024. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Pinnacle Wealth Planning Services held 2,816 shares of JPMorgan Equity Premium Income ETF worth $158K as of Q3 2026.
Pinnacle Wealth Planning Services bought 6 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $342.
JPMorgan Equity Premium Income ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #610 holding.
Pinnacle Wealth Planning Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's JPMorgan Equity Premium Income ETF position peaked at $689K in Q1 2024.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.