Orgel Wealth Management, LLC's ownership history for JEPQ

Orgel Wealth Management, LLC currently holds 10.0K shares with a market value of $554.9K. It started holding JEPQ on 2025-06-30. At its peak, it held 10.0K shares on 2026-03-31. Its highest holding value was $554.9K on 2026-03-31. At its lowest, it held 3.8K shares on 2025-06-30, with a value of $209.1K on 2025-06-30. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 5.6K.