Heritage Wealth Advisors's ownership history for JEPQ
Heritage Wealth Advisors currently holds 717 shares with a market value of $41.2K. It started holding JEPQ on 2024-09-30. At its peak, it held 717 shares on 2024-12-31. Its highest holding value was $41.2K on 2025-09-30. At its lowest, it held 570 shares on 2024-09-30, with a value of $31.3K on 2024-09-30. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 0. In the recent year, Heritage Wealth Advisors has increased its shares by 147.
Heritage Wealth Advisors's ownership history for JEPQ