Coppell Advisory Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-29,996	Closed	-$1.74M	–	202
2025 Q4	$1.74M	Buy	29,996 +3,432	+13%	+$196K	0.17%	128
2025 Q3	$1.51M	Buy	26,564 +2,809	+12%	+$160K	0.16%	138
2025 Q2	$1.35M	Buy	+23,755	New	+$1.32M	0.16%	136
2025 Q1	–	Sell	-58,267	Closed	-$3.38M	–	1125
2024 Q4	$3.38M	Buy	58,267 +5,181	+10%	+$308K	0.47%	36
2024 Q3	$3.15M	Buy	53,086 +7,323	+16%	+$421K	0.46%	36
2024 Q2	$2.59M	Buy	+45,763	New	+$2.59M	0.43%	49
2023 Q4	$29.8K	Buy	+542	New	+$29.2K	0.01%	624
2023 Q3	–	Sell	-200	Closed	-$11K	–	1380
2023 Q2	$11K	Buy	+200	New	+$10.9K	﹤0.01%	669

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coppell Advisory Solutions's JEPI Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 29,996 shares — an estimated $1.74M sold.

Coppell Advisory Solutions first reported a position in JEPI in Q2 2023 and held it in 8 quarters. The position peaked at $3.38M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Coppell Advisory Solutions reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 29,996 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.74M.
Coppell Advisory Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 8 quarters.
Coppell Advisory Solutions's JPMorgan Equity Premium Income ETF position peaked at $3.38M in Q4 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.