ADG Wealth Management Group, LLC's ownership history for JEPI

ADG Wealth Management Group, LLC currently holds 186.5K shares with a market value of $10.6M. It started holding JEPI on 2024-12-31. At its peak, it held 186.5K shares on 2026-03-31. Its highest holding value was $10.6M on 2026-03-31. At its lowest, it held 163.0K shares on 2024-12-31, with a value of $9.4M on 2024-12-31. In the recent 180 days, ADG Wealth Management Group, LLC has increased its shares by 18.6K. In the recent year, ADG Wealth Management Group, LLC has increased its shares by 11.5K.