Montz Harcus Wealth Management LLC's ownership history for JEPI

Montz Harcus Wealth Management LLC currently holds 5.4K shares with a market value of $310.1K. 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 $350.9K on 2025-06-30. At its lowest, it held 4.6K shares on 2024-12-31, with a value of $264.9K on 2024-12-31. In the recent 180 days, Montz Harcus Wealth Management LLC has increased its shares by 241.