Axis Wealth Partners, LLC's ownership history for JEPI

Axis Wealth Partners, LLC currently holds 15.0K shares with a market value of $856.8K. It started holding JEPI on 2024-12-31. At its peak, it held 15.0K shares on 2025-09-30. Its highest holding value was $856.8K on 2025-09-30. 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 8.4K.