OAK HARBOR WEALTH PARTNERS, LLC's ownership history for JEPI

OAK HARBOR WEALTH PARTNERS, LLC currently holds 51.8K shares with a market value of $2.9M. It started holding JEPI on 2024-09-30. At its peak, it held 61.6K shares on 2024-09-30. Its highest holding value was $3.7M on 2024-09-30. At its lowest, it held 44.9K shares on 2025-06-30, with a value of $2.6M on 2025-06-30. In the recent 180 days, OAK HARBOR WEALTH PARTNERS, LLC has increased its shares by 4.9K. In the recent year, OAK HARBOR WEALTH PARTNERS, LLC has increased its shares by 3.7K.