Coppell Advisory Solutions »

J P Morgan Exchange-traded F shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 53k 59.41
2024-06-30 $2.6M 46k 56.68
2023-12-31 $30k 542 54.98
2023-06-30 $11k 200 55.06

More positions owned by Coppell Advisory Solutions

First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)
Tesla Tsla (TSLA)
Kingsmen Resources Ord KNG (KNG)
Walmart WMT (WMT)
Oracle Corp Orcl (ORCL)
Unitedhealth Group Unh (UNH)
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
First Tr Exchange Traded Fd Vi Ft Cboe Vest U S Eq Bufer S Bufr (BUFR)
SPDR S&P 500 ETF Trust Spy (SPY)
Etf Series Solutions Aam Lw Dur Pfd Etf PFLD (PFLD)
Ft Cboe Vest Fund Of Deep Buffer Etf Bufd (BUFD)
First Tst Value Li Shs Etf FVD (FVD)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)

View all positions for Coppell Advisory Solutions

Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott

View all funds holding J P Morgan Exchange-traded F