Collaborative Wealth Managment Inc.'s ownership history for JEPI

Collaborative Wealth Managment Inc. currently holds 44.6K shares with a market value of $2.5M. It started holding JEPI on 2025-06-30. At its peak, it held 44.6K shares on 2026-03-31. Its highest holding value was $2.5M on 2026-03-31. At its lowest, it held 4.6K shares on 2025-06-30, with a value of $263.4K on 2025-06-30. In the recent 180 days, Collaborative Wealth Managment Inc. has increased its shares by 38.9K.