CT
JEPI icon

Coastline Trust’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Coastline Trust’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$65.2K Sell
1,151
-2,717
-70% -$158K 0.01% 265
2025
Q4 		$221K Buy
3,868
+1,887
+95% +$108K 0.02% 199
2025
Q3 		$113K Hold
1,981
– – 0.01% 218
2025
Q2 		$113K Buy
1,981
+243
+14% +$13.5K 0.01% 223
2025
Q1 		$99.3K Hold
1,738
– – 0.01% 227
2024
Q4 		$100K Hold
1,738
– – 0.01% 237
2024
Q3 		$103K Buy
+1,738
New +$100K 0.01% 248
2023
Q4 		– Sell
-3,938
Closed -$211K – 263
2023
Q3 		$211K Sell
3,938
-1,307
-25% -$72K 0.03% 246
2023
Q2 		$290K Buy
+5,245
New +$286K 0.04% 248

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