Marshall & Sterling Wealth Advisors Inc.'s ownership history for JEPQ

Marshall & Sterling Wealth Advisors Inc. currently holds 3.5K shares with a market value of $195.1K. It started holding JEPQ on 2024-12-31. At its peak, it held 32.2K shares on 2025-03-31. Its highest holding value was $1.8M on 2024-12-31. At its lowest, it held 3.5K shares on 2026-03-31, with a value of $195.1K on 2026-03-31. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 18.8K. In the recent year, Marshall & Sterling Wealth Advisors Inc. has decreased its shares by 28.7K.