Kapstone Financial Advisors LLC's ownership history for JEPQ

Kapstone Financial Advisors LLC currently holds 4.7K shares with a market value of $269.6K. It started holding JEPQ on 2024-09-30. At its peak, it held 8.4K shares on 2025-03-31. Its highest holding value was $433.7K on 2025-03-31. At its lowest, it held 4.0K shares on 2024-12-31, with a value of $228.1K on 2024-12-31. In the recent 180 days, Kapstone Financial Advisors LLC has increased its shares by 711.