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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 87% in Q1 2026, selling an estimated $175K and leaving 446 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Pinnacle Wealth Planning Services first reported a position in JEPQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $202K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 446 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $24.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3,029 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $175K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1580 holding.
  • Pinnacle Wealth Planning Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $202K in Q4 2025.
  • 963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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