Perigon Wealth Management, LLC's ownership history for JEPI

Perigon Wealth Management, LLC currently holds 91.4K shares with a market value of $5.2M. It started holding JEPI on 2024-09-30. At its peak, it held 91.4K shares on 2025-12-31. Its highest holding value was $5.2M on 2025-12-31. At its lowest, it held 58.6K shares on 2025-03-31, with a value of $3.3M on 2025-03-31. In the recent 180 days, Perigon Wealth Management, LLC has increased its shares by 10.7K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 22.9K.