J P Morgan Exchange-traded F shares owned by Pinnacle Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Pinnacle Wealth Management
from 13F filings
Historical chart of Pinnacle Wealth Management investment in J P Morgan Exchange-traded F
Tip: Access up to 7 years of quarterly data
All positions including J P Morgan Exchange-traded F held by Pinnacle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in J P Morgan Exchange-traded F by Pinnacle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 164k | 57.10 |
| 2025-06-30 | $6.3M | 110k | 56.85 |
| 2025-03-31 | $9.1M | 160k | 57.14 |
| 2023-06-30 | $8.2M | 148k | 55.33 |
| 2022-12-31 | $7.6M | 139k | 54.49 |
| 2022-09-30 | $7.3M | 143k | 51.23 |
More positions owned by Pinnacle Wealth Management
View all positions for Pinnacle Wealth Management