Lifeworks Advisors, LLC's ownership history for JEPQ


Lifeworks Advisors, LLC currently holds 42.1K shares with a market value of $2.4M. It started holding JEPQ on 2024-09-30. At its peak, it held 42.1K shares on 2025-09-30. Its highest holding value was $2.4M on 2025-09-30. At its lowest, it held 8.0K shares on 2024-09-30, with a value of $425.0K on 2025-03-31. In the recent 180 days, Lifeworks Advisors, LLC has increased its shares by 33.9K. In the recent year, Lifeworks Advisors, LLC has increased its shares by 34.1K.


Lifeworks Advisors, LLC's ownership history for JEPQ