LWM Advisory Services, LLC's ownership history for JEPI
LWM Advisory Services, LLC currently holds 5.5K shares with a market value of $312.6K. It started holding JEPI on 2025-12-31. At its peak, it held 5.5K shares on 2025-12-31. Its highest holding value was $315.7K on 2025-12-31. At its lowest, it held 5.5K shares on 2025-12-31, with a value of $312.6K on 2026-03-31.
LWM Advisory Services, LLC's ownership history for JEPI