Cherry Tree Wealth Management, LLC's ownership history for JEPQ

Cherry Tree Wealth Management, LLC currently holds 18.1K shares with a market value of $1.0M. It started holding JEPQ on 2024-09-30. At its peak, it held 18.1K shares on 2025-09-30. Its highest holding value was $1.0M on 2025-09-30. At its lowest, it held 6.0K shares on 2024-12-31, with a value of $335.1K on 2024-09-30. In the recent 180 days, Cherry Tree Wealth Management, LLC has increased its shares by 520. In the recent year, Cherry Tree Wealth Management, LLC has increased its shares by 12.0K.