Evergreen Wealth Solutions, LLC's ownership history for JEPQ

Evergreen Wealth Solutions, LLC currently holds 222.6K shares with a market value of $12.8M. 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 221.4K shares on 2025-06-30, with a value of $11.7M on 2025-03-31. In the recent 180 days, Evergreen Wealth Solutions, LLC has decreased its shares by 2.8K. In the recent year, Evergreen Wealth Solutions, LLC has decreased its shares by 25.0K.