Beacon Financial Advisory LLC's ownership history for JEPQ

Beacon Financial Advisory LLC currently holds 196.3K shares with a market value of $10.9M. It started holding JEPQ on 2024-09-30. At its peak, it held 196.6K shares on 2025-12-31. Its highest holding value was $11.4M on 2025-12-31. At its lowest, it held 159.4K shares on 2024-09-30, with a value of $8.8M on 2024-09-30. In the recent 180 days, Beacon Financial Advisory LLC has increased its shares by 5.8K. In the recent year, Beacon Financial Advisory LLC has increased its shares by 18.3K.