Axis Wealth Partners, LLC's ownership history for JEPI

Axis Wealth Partners, LLC currently holds 17.2K shares with a market value of $975.0K. It started holding JEPI on 2024-12-31. At its peak, it held 17.2K shares on 2026-03-31. Its highest holding value was $975.0K on 2026-03-31. At its lowest, it held 5.8K shares on 2024-12-31, with a value of $333.1K on 2024-12-31. In the recent 180 days, Axis Wealth Partners, LLC has increased its shares by 2.2K. In the recent year, Axis Wealth Partners, LLC has increased its shares by 10.6K.