Navis Wealth Advisors, LLC's ownership history for JEPI

Navis Wealth Advisors, LLC currently holds 12.3K shares with a market value of $703.2K. It started holding JEPI on 2024-09-30. At its peak, it held 22.1K shares on 2024-09-30. Its highest holding value was $1.3M on 2024-09-30. At its lowest, it held 12.3K shares on 2025-09-30, with a value of $703.2K on 2025-09-30. In the recent 180 days, Navis Wealth Advisors, LLC has decreased its shares by 1.8K. In the recent year, Navis Wealth Advisors, LLC has decreased its shares by 9.8K.