Herold Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.09M | Sell |
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|
2025
Q2 | $3.13M | Buy |
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|
2025
Q1 | $3.04M | Buy |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.72M | Buy |
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|
2024
Q1 | $2.72M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $937K | Buy |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $950K | Buy |
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|
2021
Q3 | $803K | Buy |
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