Plan Group Financial, LLC's ownership history for JEPQ

Plan Group Financial, LLC currently holds 8.8K shares with a market value of $510.2K. It started holding JEPQ on 2025-06-30. At its peak, it held 8.8K shares on 2025-12-31. Its highest holding value was $510.2K on 2025-12-31. At its lowest, it held 5.3K shares on 2025-09-30, with a value of $289.6K on 2025-06-30. In the recent 180 days, Plan Group Financial, LLC has increased its shares by 3.5K.