Summit Wealth Partners, LLC's ownership history for JEPQ

Summit Wealth Partners, LLC currently holds 52.3K shares with a market value of $3.0M. It started holding JEPQ on 2024-09-30. At its peak, it held 52.3K shares on 2025-12-31. Its highest holding value was $3.0M on 2025-12-31. At its lowest, it held 37.4K shares on 2024-12-31, with a value of $2.1M on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 3.1K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 14.9K.