Herold Advisors’s JPMorgan Equity Focus ETF JPEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy	15,315 +1,923	+14%	+$135K	0.23%	110
2025 Q1	$853K	Buy	13,392 +8,688	+185%	+$553K	0.19%	129
2024 Q4	$316K	Buy	+4,704	New	+$316K	0.07%	215