J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Herold Advisors, Inc.'s Holding History (CIK: 0001891713)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 41,868 Value ($000) $2,433 Avg Close — Range —
Q3 2025
Shares 34,363 Value ($000) $1,977 Avg Close — Range —
Q2 2025
Shares 33,277 Value ($000) $1,810 Avg Close — Range —
Q1 2025
Shares 28,302 Value ($000) $1,466 Avg Close — Range —
Q4 2024
Shares 24,565 Value ($000) $1,385 Avg Close — Range —
Q3 2024
Shares 22,405 Value ($000) $1,231 Avg Close — Range —
Q2 2024
Shares 19,581 Value ($000) $1,087 Avg Close — Range —
Q1 2024
Shares 18,566 Value ($000) $1,007 Avg Close — Range —
Q4 2023
Shares 12,484 Value ($000) $623 Avg Close — Range —
Q3 2023
Shares 10,345 Value ($000) $486 Avg Close — Range —