Red Mountain Financial, LLC's ownership history for JEPI

Red Mountain Financial, LLC currently holds 31.9K shares with a market value of $1.8M. It started holding JEPI on 2024-09-30. At its peak, it held 31.9K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 28.9K shares on 2025-06-30, with a value of $1.6M on 2025-06-30. In the recent 180 days, Red Mountain Financial, LLC has increased its shares by 243. In the recent year, Red Mountain Financial, LLC has increased its shares by 2.8K.