Herold Advisors, Inc.'s ownership history for JEPQ


Herold Advisors, Inc. currently holds 34.4K shares with a market value of $2.0M. It started holding JEPQ on 2024-09-30. At its peak, it held 34.4K shares on 2025-09-30. Its highest holding value was $2.0M on 2025-09-30. 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 6.1K. In the recent year, Herold Advisors, Inc. has increased its shares by 12.0K.


Herold Advisors, Inc.'s ownership history for JEPQ