Castle Rock Wealth Management, LLC's ownership history for JEPQ

Castle Rock Wealth Management, LLC currently holds 9.6K shares with a market value of $551.0K. It started holding JEPQ on 2024-09-30. At its peak, it held 10.5K shares on 2025-03-31. Its highest holding value was $583.4K on 2024-12-31. At its lowest, it held 9.6K shares on 2025-09-30, with a value of $523.5K on 2024-09-30. In the recent 180 days, Castle Rock Wealth Management, LLC has decreased its shares by 928. In the recent year, Castle Rock Wealth Management, LLC has decreased its shares by 18.