Cherry Tree Wealth Management, LLC's ownership history for JEPI

Cherry Tree Wealth Management, LLC currently holds 49.1K shares with a market value of $2.8M. It started holding JEPI on 2024-09-30. At its peak, it held 49.2K shares on 2025-06-30. Its highest holding value was $2.8M on 2025-09-30. At its lowest, it held 31.5K shares on 2024-12-31, with a value of $1.8M on 2024-12-31. In the recent 180 days, Cherry Tree Wealth Management, LLC has increased its shares by 475. In the recent year, Cherry Tree Wealth Management, LLC has increased its shares by 16.4K.