Plan Group Financial, LLC's ownership history for JEPQ

Plan Group Financial, LLC currently holds 13.0K shares with a market value of $723.5K. It started holding JEPQ on 2025-06-30. At its peak, it held 13.0K shares on 2026-03-31. Its highest holding value was $723.5K on 2026-03-31. At its lowest, it held 5.3K shares on 2025-09-30, with a value of $289.6K on 2025-06-30. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 7.7K.