Patriot Financial Group Insurance Agency, LLC's ownership history for JEPQ


Patriot Financial Group Insurance Agency, LLC currently holds 206.9K shares with a market value of $11.5M. It started holding JEPQ on 2024-09-30. At its peak, it held 206.9K shares on 2026-03-31. Its highest holding value was $11.5M on 2026-03-31. At its lowest, it held 91.5K shares on 2024-09-30, with a value of $5.0M on 2024-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 103.2K. In the recent year, Patriot Financial Group Insurance Agency, LLC has increased its shares by 103.0K.


Patriot Financial Group Insurance Agency, LLC's ownership history for JEPQ