Physician Wealth Advisors, Inc.'s ownership history for JEPI

Physician Wealth Advisors, Inc. currently holds 4.6K shares with a market value of $258.3K. It started holding JEPI on 2024-12-31. At its peak, it held 4.6K shares on 2025-12-31. Its highest holding value was $260.9K on 2025-12-31. At its lowest, it held 173 shares on 2024-12-31, with a value of $9.8K on 2025-06-30. In the recent 180 days, Physician Wealth Advisors, Inc. has increased its shares by 1.9K. In the recent year, Physician Wealth Advisors, Inc. has increased its shares by 4.4K.