HCM
Howard Capital Management’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.9M | Buy |
458,264
+81,610
| +22% | +$4.44M | 0.37% | 31 |
|
2025
Q1 | $19.5M | Buy |
376,654
+43,049
| +13% | +$2.23M | 0.49% | 25 |
|
2024
Q4 | $18.8M | Buy |
333,605
+76,829
| +30% | +$4.33M | 0.29% | 29 |
|
2024
Q3 | $14.1M | Buy |
256,776
+26,134
| +11% | +$1.44M | 0.23% | 33 |
|
2024
Q2 | $12.8M | Buy |
230,642
+57,342
| +33% | +$3.18M | 1.26% | 8 |
|
2024
Q1 | $9.4M | Buy |
173,300
+53,307
| +44% | +$2.89M | 1.03% | 9 |
|
2023
Q4 | $6.02M | Buy |
119,993
+9,628
| +9% | +$483K | 0.74% | 15 |
|
2023
Q3 | $5.18M | Buy |
110,365
+12,316
| +13% | +$578K | 0.7% | 17 |
|
2023
Q2 | $4.74M | Buy |
98,049
+67,936
| +226% | +$3.29M | 0.64% | 16 |
|
2023
Q1 | $1.36M | Buy |
+30,113
| New | +$1.36M | 0.23% | 24 |
|