ERn Financial, LLC's ownership history for JEPI

ERn Financial, LLC currently holds 18.0K shares with a market value of $1.0M. It started holding JEPI on 2024-09-30. At its peak, it held 22.1K shares on 2025-03-31. Its highest holding value was $1.3M on 2025-03-31. At its lowest, it held 17.2K shares on 2025-06-30, with a value of $976.1K on 2025-06-30. In the recent 180 days, ERn Financial, LLC has increased its shares by 629. In the recent year, ERn Financial, LLC has decreased its shares by 4.0K.