TrueWealth Advisors, LLC's ownership history for JEPQ
TrueWealth Advisors, LLC currently holds 44.5K shares with a market value of $2.6M. It started holding JEPQ on 2024-09-30. At its peak, it held 44.5K shares on 2025-12-31. Its highest holding value was $2.6M on 2025-12-31. At its lowest, it held 32.7K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, TrueWealth Advisors, LLC has increased its shares by 3.7K. In the recent year, TrueWealth Advisors, LLC has increased its shares by 8.0K.
TrueWealth Advisors, LLC's ownership history for JEPQ