Howard Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Howard Capital Management’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
2024 Q2	–	Sell	-132,383	Closed	-$7.66M	–	85
2024 Q1	$7.66M	Buy	132,383 +15,381	+13%	+$867K	0.84%	14
2023 Q4	$6.47M	Buy	117,002 +10,949	+10%	+$590K	0.8%	13
2023 Q3	$5.68M	Buy	106,053 +10,317	+11%	+$569K	0.77%	15
2023 Q2	$5.3M	Buy	95,736 +37,633	+65%	+$2.06M	0.72%	15
2023 Q1	$3.17M	Buy	+58,103	New	+$3.15M	0.55%	13

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Howard Capital Management's JEPI Position: Q2 2024 in Review

Howard Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2024, closing a stake of 132,383 shares — an estimated $7.66M sold.

Howard Capital Management first reported a position in JEPI in Q1 2023 and held it in 5 quarters. The position peaked at $7.66M in Q1 2024. 1,081 funds tracked by Wall St. Rank hold JEPI as of Q2 2024.

Howard Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
Howard Capital Management sold 132,383 JPMorgan Equity Premium Income ETF shares in Q2 2024, an estimated $7.66M.
Howard Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 5 quarters.
Howard Capital Management's JPMorgan Equity Premium Income ETF position peaked at $7.66M in Q1 2024.
1,081 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2024.

Based on Howard Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.