WealthPlan Investment Management, LLC's ownership history for JEPQ

WealthPlan Investment Management, LLC currently holds 95.7K shares with a market value of $5.3M. It started holding JEPQ on 2025-09-30. At its peak, it held 95.7K shares on 2026-03-31. Its highest holding value was $5.3M on 2026-03-31. At its lowest, it held 3.8K shares on 2025-09-30, with a value of $220.2K on 2025-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 91.9K.