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 Q2	$3.97K	Buy	+34,280	New	+$1.94M	﹤0.01%	517
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Coppell Advisory Solutions's JEPI Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 34,280 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in JEPI as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in JEPI in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.38M in Q4 2024. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Coppell Advisory Solutions held 34,280 shares of JPMorgan Equity Premium Income ETF worth $3.97K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Coppell Advisory Solutions position in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #517 holding.
Coppell Advisory Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 9 quarters since.
Coppell Advisory Solutions's JPMorgan Equity Premium Income ETF position peaked at $3.38M in Q4 2024.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.