Smallwood Wealth Investment Management, LLC's ownership history for JEPQ

Smallwood Wealth Investment Management, LLC currently holds 27.6K shares with a market value of $1.6M. It started holding JEPQ on 2024-12-31. At its peak, it held 27.6K shares on 2025-09-30. Its highest holding value was $1.6M on 2025-09-30. At its lowest, it held 9.0K shares on 2024-12-31, with a value of $504.9K on 2024-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 14.1K.