Howard Wealth Management
JEPQ icon

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

Howard Wealth Management’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 		$254K Buy
4,148
+190
+5% +$11.3K 0.09% 128
2026
Q2 		$243K Buy
3,958
+182
+5% +$10.8K 0.09% 137
2026
Q1 		$210K Buy
3,776
+100
+3% +$5.78K 0.09% 140
2025
Q4 		$214K Buy
3,676
+173
+5% +$10.1K 0.09% 129
2025
Q3 		$202K Buy
+3,503
New +$194K 0.09% 131

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 Wealth Management's JEPQ Position: Q3 2026 in Review

Howard Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.8% in Q3 2026, buying an estimated $11.3K and bringing the position to 4,148 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #128.

Howard Wealth Management first reported a position in JEPQ in Q3 2025 and has held it in 5 quarters since. 761 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

  • Howard Wealth Management held 4,148 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $254K as of Q3 2026.
  • Howard Wealth Management bought 190 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $11.3K.
  • JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Howard Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Howard Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 761 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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