Clearstead Trust, LLC's ownership history for JEPQ

Clearstead Trust, LLC currently holds 5.8K shares with a market value of $339.1K. It started holding JEPQ on 2025-06-30. At its peak, it held 5.8K shares on 2025-12-31. Its highest holding value was $339.1K on 2025-12-31. At its lowest, it held 4.8K shares on 2025-06-30, with a value of $262.9K on 2025-06-30. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 1.0K.