Howard Financial Services
JEPQ icon

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
Q3 		$742K Buy
12,105
+43
+0.4% +$2.56K 0.08% 103
2026
Q2 		$741K Sell
12,062
-416
-3% -$24.7K 0.08% 105
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Howard Financial Services's JEPQ Position: Q3 2026 in Review

Howard Financial Services increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 0.36% in Q3 2026, buying an estimated $2.56K and bringing the position to 12,105 shares worth $742K. The position accounts for 0.08% of the portfolio, ranked #103.

Howard Financial Services first reported a position in JEPQ in Q4 2022 and has held it in 16 quarters since. The position peaked at $802K in Q4 2024. 761 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Howard Financial Services held 12,105 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $742K as of Q3 2026.
  • Howard Financial Services bought 43 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $2.56K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of Howard Financial Services's portfolio in Q3 2026, its #103 holding.
  • Howard Financial Services first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Howard Financial Services's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $802K in Q4 2024.
  • 761 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.