Asset Allocation Strategies LLC's ownership history for JEPI

Asset Allocation Strategies LLC currently holds 91.4K shares with a market value of $5.2M. It started holding JEPI on 2024-09-30. At its peak, it held 91.4K shares on 2026-03-31. Its highest holding value was $5.2M on 2025-12-31. At its lowest, it held 16.7K shares on 2024-09-30, with a value of $991.1K on 2024-09-30. In the recent 180 days, Asset Allocation Strategies LLC has increased its shares by 5.7K. In the recent year, Asset Allocation Strategies LLC has increased its shares by 65.6K.