Coastal Bridge Advisors, LLC's ownership history for JEPQ

Coastal Bridge Advisors, LLC currently holds 159.3K shares with a market value of $8.8M. It started holding JEPQ on 2024-12-31. At its peak, it held 161.0K shares on 2025-06-30. Its highest holding value was $9.3M on 2025-12-31. At its lowest, it held 159.1K shares on 2025-09-30, with a value of $8.3M on 2025-03-31. In the recent 180 days, Coastal Bridge Advisors, LLC has increased its shares by 142. In the recent year, Coastal Bridge Advisors, LLC has decreased its shares by 262.