Investment Planning Advisors, Inc.'s ownership history for JEPQ
Investment Planning Advisors, Inc. currently holds 12.9K shares with a market value of $716.3K. It started holding JEPQ on 2024-09-30. At its peak, it held 34.3K shares on 2025-03-31. Its highest holding value was $1.9M on 2024-12-31. At its lowest, it held 11.9K shares on 2025-12-31, with a value of $692.2K on 2025-12-31. In the recent 180 days, Investment Planning Advisors, Inc. has decreased its shares by 8.7K. In the recent year, Investment Planning Advisors, Inc. has decreased its shares by 21.4K.
Investment Planning Advisors, Inc.'s ownership history for JEPQ