Lifestyle Asset Management, Inc.'s ownership history for JEPQ

Lifestyle Asset Management, Inc. currently holds 40.7K shares with a market value of $2.3M. It started holding JEPQ on 2024-09-30. At its peak, it held 60.3K shares on 2025-03-31. Its highest holding value was $3.3M on 2024-12-31. At its lowest, it held 37.8K shares on 2025-12-31, with a value of $2.2M on 2025-12-31. In the recent 180 days, Lifestyle Asset Management, Inc. has increased its shares by 2.3K. In the recent year, Lifestyle Asset Management, Inc. has decreased its shares by 19.6K.