Mattern Wealth Management LLC's ownership history for JEPI

Mattern Wealth Management LLC currently holds 10.0K shares with a market value of $569.8K. It started holding JEPI on 2024-09-30. At its peak, it held 10.1K shares on 2025-06-30. Its highest holding value was $573.2K on 2025-06-30. At its lowest, it held 8.1K shares on 2024-09-30, with a value of $480.4K on 2024-09-30. In the recent 180 days, Mattern Wealth Management LLC has decreased its shares by 128. In the recent year, Mattern Wealth Management LLC has increased its shares by 282.