Coppell Advisory Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
+23,755
| New | +$1.35M | 0.16% | 136 |
|
|
2025
Q1 | – | Sell |
-58,267
| Closed | -$3.38M | – | 1125 |
|
|
2024
Q4 | $3.38M | Buy |
58,267
+5,181
| +10% | +$300K | 0.47% | 36 |
|
|
2024
Q3 | $3.15M | Buy |
53,086
+7,323
| +16% | +$435K | 0.46% | 36 |
|
|
2024
Q2 | $2.59M | Buy |
+45,763
| New | +$2.59M | 0.43% | 49 |
|
|
2023
Q4 | $29.8K | Buy |
+542
| New | +$29.8K | 0.01% | 624 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$11K | – | 1380 |
|
|
2023
Q2 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 669 |
|