Confluence Wealth Services, Inc.'s ownership history for JEPI

Confluence Wealth Services, Inc. currently holds 2.0M shares with a market value of $112.0M. It started holding JEPI on 2024-09-30. At its peak, it held 2.0M shares on 2025-09-30. Its highest holding value was $112.0M on 2025-09-30. At its lowest, it held 1.4M shares on 2024-09-30, with a value of $84.3M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 194.8K. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 545.3K.