Able Wealth Management LLC's ownership history for JEPI

Able Wealth Management LLC currently holds 5.2K shares with a market value of $298.8K. It started holding JEPI on 2025-03-31. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $301.3K on 2025-06-30. At its lowest, it held 5.1K shares on 2025-03-31, with a value of $289.5K on 2025-03-31. In the recent 180 days, Able Wealth Management LLC has increased its shares by 166.