IAM Advisory, LLC's ownership history for JEPI


IAM Advisory, LLC currently holds 16.1K shares with a market value of $923.4K. It started holding JEPI on 2024-09-30. At its peak, it held 16.4K shares on 2025-03-31. Its highest holding value was $936.3K on 2025-03-31. At its lowest, it held 14.9K shares on 2024-09-30, with a value of $865.3K on 2024-12-31. In the recent 180 days, IAM Advisory, LLC has increased its shares by 118. In the recent year, IAM Advisory, LLC has increased its shares by 1.1K.


IAM Advisory, LLC's ownership history for JEPI