Concord Wealth Partners's ownership history for JEPQ

Concord Wealth Partners currently holds 22.1K shares with a market value of $1.2M. It started holding JEPQ on 2024-09-30. At its peak, it held 26.2K shares on 2025-03-31. Its highest holding value was $1.4M on 2024-12-31. At its lowest, it held 20.8K shares on 2025-06-30, with a value of $1.1M on 2025-06-30. In the recent 180 days, Concord Wealth Partners has increased its shares by 885. In the recent year, Concord Wealth Partners has decreased its shares by 4.1K.