Modern Wealth Management, LLC's ownership history for JEPI

Modern Wealth Management, LLC currently holds 69.3K shares with a market value of $4.0M. It started holding JEPI on 2024-12-31. At its peak, it held 101.2K shares on 2025-03-31. Its highest holding value was $5.8M on 2025-03-31. At its lowest, it held 69.3K shares on 2025-09-30, with a value of $4.0M on 2025-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 31.9K.