PATRICK M SWEENEY & ASSOCIATES, INC's ownership history for JEPI

PATRICK M SWEENEY & ASSOCIATES, INC currently holds 6.1K shares with a market value of $345.4K. It started holding JEPI on 2024-09-30. At its peak, it held 6.3K shares on 2024-12-31. Its highest holding value was $362.2K on 2024-12-31. At its lowest, it held 4.9K shares on 2025-03-31, with a value of $282.0K on 2025-03-31. In the recent 180 days, PATRICK M SWEENEY & ASSOCIATES, INC has increased its shares by 113. In the recent year, PATRICK M SWEENEY & ASSOCIATES, INC has increased its shares by 1.2K.