Joseph P. Lucia & Associates, LLC's ownership history for JEPI

Joseph P. Lucia & Associates, LLC currently holds 81.3K shares with a market value of $4.6M. It started holding JEPI on 2024-09-30. At its peak, it held 81.4K shares on 2025-06-30. Its highest holding value was $4.6M on 2025-09-30. At its lowest, it held 72.5K shares on 2024-09-30, with a value of $4.3M on 2024-09-30. In the recent 180 days, Joseph P. Lucia & Associates, LLC has increased its shares by 631. In the recent year, Joseph P. Lucia & Associates, LLC has increased its shares by 8.8K.