BEACON FINANCIAL PLANNING, INC's ownership history for JEPQ

BEACON FINANCIAL PLANNING, INC currently holds 44.8K shares with a market value of $2.5M. It started holding JEPQ on 2024-09-30. At its peak, it held 44.8K shares on 2026-03-31. Its highest holding value was $2.5M on 2026-03-31. At its lowest, it held 6.3K shares on 2024-09-30, with a value of $343.9K on 2024-09-30. In the recent 180 days, BEACON FINANCIAL PLANNING, INC has increased its shares by 19.5K. In the recent year, BEACON FINANCIAL PLANNING, INC has increased its shares by 19.4K.