Bernardo Wealth Planning LLC's ownership history for JEPQ

Bernardo Wealth Planning LLC currently holds 228.8K shares with a market value of $13.2M. It started holding JEPQ on 2024-09-30. At its peak, it held 228.8K shares on 2025-09-30. Its highest holding value was $13.2M on 2025-09-30. At its lowest, it held 129.9K shares on 2024-12-31, with a value of $7.2K on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 92.9K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 98.2K.