Confluence Wealth Services, Inc.'s ownership history for JEPQ

Confluence Wealth Services, Inc. currently holds 32.0K shares with a market value of $1.9M. It started holding JEPQ on 2024-09-30. At its peak, it held 32.0K shares on 2025-12-31. Its highest holding value was $1.9M on 2025-12-31. At its lowest, it held 15.1K shares on 2024-09-30, with a value of $831.6K on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 824. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 12.2K.