Independence Asset Advisors, LLC's ownership history for JEPI

Independence Asset Advisors, LLC currently holds 12.4K shares with a market value of $706.3K. It started holding JEPI on 2025-03-31. At its peak, it held 15.5K shares on 2025-06-30. Its highest holding value was $879.9K on 2025-06-30. At its lowest, it held 9.6K shares on 2025-03-31, with a value of $545.1K on 2025-03-31. In the recent 180 days, Independence Asset Advisors, LLC has increased its shares by 2.8K.