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

Coppell Advisory Solutions’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,533	Closed	-$1.8M	–	203
2025 Q4	$1.8M	Buy	30,533 +2,177	+8%	+$126K	0.18%	121
2025 Q3	$1.63M	Buy	28,356 +4,200	+17%	+$233K	0.17%	128
2025 Q2	$1.31M	Buy	+24,156	New	+$1.25M	0.16%	140
2025 Q1	–	Sell	-49,450	Closed	-$2.83M	–	1126
2024 Q4	$2.83M	Buy	49,450 +4,771	+11%	+$268K	0.4%	48
2024 Q3	$2.45M	Buy	44,679 +7,309	+20%	+$392K	0.36%	64
2024 Q2	$2.07M	Buy	+37,370	New	+$2.01M	0.34%	64

Other funds holding JEPQ

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Coppell Advisory Solutions sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q1 2026, closing a stake of 30,533 shares — an estimated $1.8M sold.

Coppell Advisory Solutions first reported a position in JEPQ in Q2 2024 and held it in 6 quarters. The position peaked at $2.83M in Q4 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Coppell Advisory Solutions reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 30,533 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $1.8M.
Coppell Advisory Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and held it in 6 quarters.
Coppell Advisory Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.83M in Q4 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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