Howard Wealth Management
JEPI icon

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
Q3 		$1.56M Buy
27,823
+936
+3% +$53.4K 0.57% 45
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Howard Wealth Management's JEPI Position: Q3 2026 in Review

Howard Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.5% in Q3 2026, buying an estimated $53.4K and bringing the position to 27,823 shares worth $1.56M. The position accounts for 0.57% of the portfolio, ranked #45.

Howard Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Howard Wealth Management held 27,823 shares of JPMorgan Equity Premium Income ETF worth $1.56M as of Q3 2026.
  • Howard Wealth Management bought 936 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $53.4K.
  • JPMorgan Equity Premium Income ETF made up 0.57% of Howard Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Howard Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.