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 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

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

PAG

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

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

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

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

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

Howard Wealth Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.8% in Q2 2026, buying an estimated $10.8K and bringing the position to 3,958 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #137.

Howard Wealth Management first reported a position in JEPQ in Q3 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Howard Wealth Management held 3,958 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $243K as of Q2 2026.
Howard Wealth Management bought 182 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $10.8K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of Howard Wealth Management's portfolio in Q2 2026, its #137 holding.
Howard Wealth Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
402 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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