Meriwether Wealth & Planning, LLC's ownership history for JEPI

Meriwether Wealth & Planning, LLC currently holds 4.7K shares with a market value of $267.8K. It started holding JEPI on 2024-12-31. At its peak, it held 6.2K shares on 2025-06-30. Its highest holding value was $353.2K on 2025-06-30. At its lowest, it held 4.6K shares on 2024-12-31, with a value of $264.8K on 2024-12-31. In the recent 180 days, Meriwether Wealth & Planning, LLC has decreased its shares by 1.5K. In the recent year, Meriwether Wealth & Planning, LLC has increased its shares by 76.