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 Q2	$9.9K	Buy	+46,653	New	+$2.77M	﹤0.01%	494
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 $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Coppell Advisory Solutions opened a new position in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q2 2026: 46,653 shares worth $9.9K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in JEPQ as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in JEPQ in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q4 2024. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Coppell Advisory Solutions held 46,653 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $9.9K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF was a new Coppell Advisory Solutions position in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #494 holding.
Coppell Advisory Solutions first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 7 quarters since.
Coppell Advisory Solutions's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $2.83M in Q4 2024.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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