MILESTONE ASSET MANAGEMENT, LLC's ownership history for JEPQ


MILESTONE ASSET MANAGEMENT, LLC currently holds 126.3K shares with a market value of $7.0M. It started holding JEPQ on 2024-09-30. At its peak, it held 126.3K shares on 2026-03-31. Its highest holding value was $7.0M on 2025-12-31. At its lowest, it held 89.7K shares on 2024-12-31, with a value of $4.7M on 2025-03-31. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 9.6K. In the recent year, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 36.1K.


MILESTONE ASSET MANAGEMENT, LLC's ownership history for JEPQ