Sterling Investment Advisors, Ltd.'s ownership history for JEPQ


Sterling Investment Advisors, Ltd. currently holds 21.0K shares with a market value of $1.2M. It started holding JEPQ on 2024-12-31. At its peak, it held 23.0K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 6.3K shares on 2024-12-31, with a value of $353.6K on 2024-12-31. In the recent 180 days, Sterling Investment Advisors, Ltd. has decreased its shares by 645. In the recent year, Sterling Investment Advisors, Ltd. has increased its shares by 1.1K.


Sterling Investment Advisors, Ltd.'s ownership history for JEPQ