Orgel Wealth Management, LLC's ownership history for JEPI

Orgel Wealth Management, LLC currently holds 12.6K shares with a market value of $716.4K. It started holding JEPI on 2025-06-30. At its peak, it held 12.6K shares on 2026-03-31. Its highest holding value was $716.4K on 2026-03-31. At its lowest, it held 5.1K shares on 2025-06-30, with a value of $288.8K on 2025-06-30. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 6.7K.