Balboa Wealth Partners's ownership history for JEPI

Balboa Wealth Partners currently holds 12.0K shares with a market value of $684.5K. It started holding JEPI on 2024-09-30. At its peak, it held 51.9K shares on 2024-09-30. Its highest holding value was $3.1M on 2024-09-30. At its lowest, it held 9.9K shares on 2024-12-31, with a value of $569.7K on 2024-12-31. In the recent 180 days, Balboa Wealth Partners has decreased its shares by 1.9K. In the recent year, Balboa Wealth Partners has increased its shares by 2.1K.