Capital Advisors Wealth Management, LLC's ownership history for JEPI
Capital Advisors Wealth Management, LLC currently holds 112.3K shares with a market value of $6.4M. It started holding JEPI on 2024-09-30. At its peak, it held 112.3K shares on 2025-09-30. Its highest holding value was $6.4M on 2025-09-30. At its lowest, it held 97.4K shares on 2024-09-30, with a value of $5.6M on 2024-12-31. In the recent 180 days, Capital Advisors Wealth Management, LLC has increased its shares by 8.2K. In the recent year, Capital Advisors Wealth Management, LLC has increased its shares by 14.9K.
Capital Advisors Wealth Management, LLC's ownership history for JEPI