Clark Wealth Partners's ownership history for JEPI

Clark Wealth Partners currently holds 90.8K shares with a market value of $5.1M. It started holding JEPI on 2024-12-31. At its peak, it held 90.8K shares on 2026-06-30. Its highest holding value was $5.1M on 2026-06-30. At its lowest, it held 64.6K shares on 2024-12-31, with a value of $3.7M on 2024-12-31. In the recent 180 days, Clark Wealth Partners has increased its shares by 11.6K. In the recent year, Clark Wealth Partners has increased its shares by 8.8K.