Mascagni Wealth Management, Inc.'s ownership history for JEPI

Mascagni Wealth Management, Inc. currently holds 7.4K shares with a market value of $417.5K. It started holding JEPI on 2024-12-31. At its peak, it held 10.2K shares on 2025-06-30. Its highest holding value was $581.0K on 2025-06-30. At its lowest, it held 6.4K shares on 2025-12-31, with a value of $364.5K on 2025-12-31. In the recent 180 days, Mascagni Wealth Management, Inc. has decreased its shares by 1.9K. In the recent year, Mascagni Wealth Management, Inc. has decreased its shares by 2.5K.