Howard Financial Services’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Howard Financial Services’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	$744K	Sell	12,105 -373	-3%	-$22.1K	0.07%	113
2026 Q1	$693K	Buy	12,478 +85	+0.7%	+$4.92K	0.08%	107
2025 Q4	$720K	Buy	12,393 +40	+0.3%	+$2.32K	0.08%	91
2025 Q3	$711K	Buy	12,353 +38	+0.3%	+$2.11K	0.09%	85
2025 Q2	$670K	Buy	12,315 +51	+0.4%	+$2.63K	0.09%	81
2025 Q1	$635K	Sell	12,264 -1,964	-14%	-$109K	0.09%	85
2024 Q4	$802K	Buy	14,228 +2,039	+17%	+$114K	0.11%	76
2024 Q3	$670K	Sell	12,189 -963	-7%	-$51.6K	0.1%	76
2024 Q2	$730K	Buy	13,152 +653	+5%	+$35.1K	0.12%	66
2024 Q1	$678K	Sell	12,499 -522	-4%	-$27.3K	0.12%	68
2023 Q4	$650K	Hold	13,021	–	–	0.13%	66
2023 Q3	$611K	Hold	13,021	–	–	0.14%	65
2023 Q2	$630K	Buy	13,021 +3,334	+34%	+$154K	0.15%	64
2023 Q1	$437K	Sell	9,687 -3,000	-24%	-$129K	0.11%	77
2022 Q4	$518K	Buy	+12,687	New	+$539K	0.14%	67

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

Howard Financial Services's JEPQ Position: Q2 2026 in Review

Howard Financial Services reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 3% in Q2 2026, selling an estimated $22.1K and leaving 12,105 shares worth $744K. The position accounts for 0.07% of the portfolio, ranked #113.

Howard Financial Services first reported a position in JEPQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Howard Financial Services held 12,105 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $744K as of Q2 2026.
Howard Financial Services sold 373 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $22.1K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.07% of Howard Financial Services's portfolio in Q2 2026, its #113 holding.
Howard Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
Howard Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $802K in Q4 2024.
1,025 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.