Herold Advisors, Inc.'s ownership history for JEPQ
Herold Advisors, Inc. currently holds 43.5K shares with a market value of $2.4M. It started holding JEPQ on 2024-09-30. At its peak, it held 43.5K shares on 2026-03-31. Its highest holding value was $2.4M on 2025-12-31. At its lowest, it held 22.4K shares on 2024-09-30, with a value of $1.2M on 2024-09-30. In the recent 180 days, Herold Advisors, Inc. has increased its shares by 9.2K. In the recent year, Herold Advisors, Inc. has increased its shares by 15.2K.
Herold Advisors, Inc.'s ownership history for JEPQ