Aspen Wealth Strategies, LLC's ownership history for JEPI

Aspen Wealth Strategies, LLC currently holds 3.9K shares with a market value of $223.1K. It started holding JEPI on 2024-09-30. At its peak, it held 7.1K shares on 2024-12-31. Its highest holding value was $410.1K on 2024-12-31. At its lowest, it held 3.8K shares on 2024-09-30, with a value of $215.4K on 2025-06-30. In the recent 180 days, Aspen Wealth Strategies, LLC has increased its shares by 66. In the recent year, Aspen Wealth Strategies, LLC has decreased its shares by 11.