J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,258 Value ($000) $187 Avg Close — Range —
Q3 2025
Shares 4,031 Value ($000) $230 Avg Close — Range —
Q1 2024
Shares 11,905 Value ($000) $689 Avg Close — Range —
Q4 2023
Shares 11,901 Value ($000) $654 Avg Close — Range —
Q3 2023
Shares 11,896 Value ($000) $637 Avg Close — Range —