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

Howard Capital Management’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
2025 Q3	–	Sell	-458,264	Closed	-$24.9M	–	430
2025 Q2	$24.9M	Buy	458,264 +81,610	+22%	+$4.21M	0.37%	31
2025 Q1	$19.5M	Buy	376,654 +43,049	+13%	+$2.4M	0.49%	25
2024 Q4	$18.8M	Buy	333,605 +76,829	+30%	+$4.31M	0.29%	29
2024 Q3	$14.1M	Buy	256,776 +26,134	+11%	+$1.4M	0.23%	33
2024 Q2	$12.8M	Buy	230,642 +57,342	+33%	+$3.08M	1.26%	8
2024 Q1	$9.4M	Buy	173,300 +53,307	+44%	+$2.78M	1.03%	9
2023 Q4	$6.02M	Buy	119,993 +9,628	+9%	+$465K	0.74%	15
2023 Q3	$5.18M	Buy	110,365 +12,316	+13%	+$593K	0.7%	17
2023 Q2	$4.74M	Buy	98,049 +67,936	+226%	+$3.14M	0.64%	16
2023 Q1	$1.36M	Buy	+30,113	New	+$1.29M	0.23%	24

Other funds holding JEPQ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Howard Capital Management's JEPQ Position: Q3 2025 in Review

Howard Capital Management sold out of JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) in Q3 2025, closing a stake of 458,264 shares — an estimated $24.9M sold.

Howard Capital Management first reported a position in JEPQ in Q1 2023 and held it in 10 quarters. The position peaked at $24.9M in Q2 2025. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Howard Capital Management reported no remaining JPMorgan Nasdaq Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Howard Capital Management sold 458,264 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $24.9M.
Howard Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2023 and held it in 10 quarters.
Howard Capital Management's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $24.9M in Q2 2025.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

Based on Howard Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.