Evergreen Wealth Solutions, LLC's ownership history for JEPQ

Evergreen Wealth Solutions, LLC currently holds 236.0K shares with a market value of $13.1M. It started holding JEPQ on 2024-09-30. At its peak, it held 251.1K shares on 2024-12-31. Its highest holding value was $14.2M on 2024-12-31. At its lowest, it held 215.6K shares on 2025-12-31, with a value of $11.7M on 2025-03-31. In the recent 180 days, Evergreen Wealth Solutions, LLC has increased its shares by 13.4K. In the recent year, Evergreen Wealth Solutions, LLC has increased its shares by 10.6K.