Navis Wealth Advisors, LLC's ownership history for JEPQ


Navis Wealth Advisors, LLC currently holds 43.4K shares with a market value of $2.5M. It started holding JEPQ on 2024-09-30. At its peak, it held 43.4K shares on 2025-12-31. Its highest holding value was $2.5M on 2025-12-31. At its lowest, it held 5.2K shares on 2025-09-30, with a value of $297.3K on 2025-09-30. In the recent 180 days, Navis Wealth Advisors, LLC has increased its shares by 36.0K. In the recent year, Navis Wealth Advisors, LLC has increased its shares by 37.9K.


Navis Wealth Advisors, LLC's ownership history for JEPQ