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Howard Capital Management, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Howard Capital Management, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Howard Capital Management, LLC held 0 JEPQ shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -458,264 shares

    13F-HR 0001733173-25-000002 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 458,264 shares
    Change vs previous 13F +81,610 shares

    0.37% of the 13F portfolio, value $24,929,576.

    13F-HR 0001085146-25-004433 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 376,654 shares
    Change vs previous 13F +43,049 shares

    0.49% of the 13F portfolio, value $19,503,170.

    13F-HR 0001085146-25-002748 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 333,605 shares
    Change vs previous 13F +76,829 shares

    0.29% of the 13F portfolio, value $18,808,635.

    13F-HR 0001085146-25-000722 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 256,776 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $14,104,706.

    13F-HR 0001085146-24-005509 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).