Fermata Advisors, LLC's ownership history for JEPI

Fermata Advisors, LLC currently holds 243.8K shares with a market value of $13.8M. It started holding JEPI on 2024-09-30. At its peak, it held 243.8K shares on 2026-03-31. Its highest holding value was $13.8M on 2026-03-31. At its lowest, it held 75.2K shares on 2024-09-30, with a value of $4.5M on 2024-09-30. In the recent 180 days, Fermata Advisors, LLC has increased its shares by 14.2K. In the recent year, Fermata Advisors, LLC has increased its shares by 52.9K.