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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
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

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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. 285 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.
  • 285 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.