Heritage Wealth Management (Ohio)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2M	Buy	35,129 +9,722	+38%	+$553K	0.65%	38
2025 Q1	$1.45M	Buy	25,407 +3,414	+16%	+$195K	0.49%	50
2024 Q4	$1.27M	Buy	21,993 +2,979	+16%	+$171K	0.42%	61
2024 Q3	$1.13M	Buy	19,014 +1,673	+10%	+$99.6K	0.37%	72
2024 Q2	$978K	Buy	+17,341	New	+$978K	0.33%	78