Bernardo Wealth Planning LLC's ownership history for JEPI

Bernardo Wealth Planning LLC currently holds 329.7K shares with a market value of $18.8M. It started holding JEPI on 2024-09-30. At its peak, it held 329.7K shares on 2025-09-30. Its highest holding value was $18.8M on 2025-09-30. At its lowest, it held 165.2K shares on 2025-06-30, with a value of $9.4K on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 148.3K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 154.9K.