XML Financial, LLC's ownership history for JEPQ

XML Financial, LLC currently holds 6.3K shares with a market value of $359.8K. It started holding JEPQ on 2024-12-31. At its peak, it held 7.4K shares on 2025-06-30. Its highest holding value was $400.1K on 2025-06-30. At its lowest, it held 5.1K shares on 2024-12-31, with a value of $287.8K on 2024-12-31. In the recent 180 days, XML Financial, LLC has increased its shares by 225.