Waverly Advisors, LLC's ownership history for JEPQ

Waverly Advisors, LLC currently holds 423.1K shares with a market value of $23.5M. It started holding JEPQ on 2024-12-31. At its peak, it held 423.1K shares on 2026-03-31. Its highest holding value was $23.5M on 2026-03-31. At its lowest, it held 191.5K shares on 2024-12-31, with a value of $10.8M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 159.9K. In the recent year, Waverly Advisors, LLC has increased its shares by 186.3K.