Howard Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Howard Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Buy	26,887 +510	+2%	+$28.8K	0.56%	44
2026 Q1	$1.5M	Sell	26,377 -541	-2%	-$31.5K	0.63%	43
2025 Q4	$1.54M	Buy	26,918 +931	+4%	+$53.2K	0.67%	43
2025 Q3	$1.48M	Buy	25,987 +3,135	+14%	+$178K	0.68%	42
2025 Q2	$1.3M	Buy	22,852 +3,180	+16%	+$176K	0.66%	42
2025 Q1	$1.12M	Buy	19,672 +1	+0%	+$58	0.63%	45
2024 Q4	$1.13M	Buy	19,671 +2,361	+14%	+$140K	0.61%	46
2024 Q3	$1.03M	Buy	17,310 +2,419	+16%	+$139K	0.6%	46
2024 Q2	$844K	Buy	14,891 +3,720	+33%	+$210K	0.67%	41
2024 Q1	$646K	Buy	11,171 +2,127	+24%	+$120K	0.53%	45
2023 Q4	$497K	Buy	+9,044	New	+$488K	0.42%	54

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Howard Wealth Management's JEPI Position: Q2 2026 in Review

Howard Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q2 2026, buying an estimated $28.8K and bringing the position to 26,887 shares worth $1.52M. The position accounts for 0.56% of the portfolio, ranked #44.

Howard Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q4 2025. 554 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Howard Wealth Management held 26,887 shares of JPMorgan Equity Premium Income ETF worth $1.52M as of Q2 2026.
Howard Wealth Management bought 510 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $28.8K.
JPMorgan Equity Premium Income ETF made up 0.56% of Howard Wealth Management's portfolio in Q2 2026, its #44 holding.
Howard Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Howard Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.54M in Q4 2025.
554 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.