J P Morgan Exchange-traded F shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $230k | 4.0k | 57.10 |
| 2024-03-31 | $689k | 12k | 57.86 |
| 2023-12-31 | $654k | 12k | 54.98 |
| 2023-09-30 | $637k | 12k | 53.56 |
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