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

Pinnacle Wealth Planning Services’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 Q3	$27.3K	Hold	446	–	–	﹤0.01%	1628
2026 Q2	$27.4K	Hold	446	–	–	﹤0.01%	1632
2026 Q1	$24.8K	Sell	446 -3,029	-87%	-$175K	﹤0.01%	1580
2025 Q4	$202K	Buy	+3,475	New	+$202K	0.02%	459

Other funds holding JEPQ

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

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

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q3 2026 at 446 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Pinnacle Wealth Planning Services first reported a position in JEPQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $202K in Q4 2025. 596 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

Pinnacle Wealth Planning Services held 446 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $27.3K as of Q3 2026.
Pinnacle Wealth Planning Services left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1628 holding.
Pinnacle Wealth Planning Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $202K in Q4 2025.
596 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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