SAX WEALTH ADVISORS, LLC's ownership history for JEPI

SAX WEALTH ADVISORS, LLC currently holds 65.9K shares with a market value of $3.8M. It started holding JEPI on 2024-09-30. At its peak, it held 65.9K shares on 2025-12-31. Its highest holding value was $3.8M on 2025-12-31. At its lowest, it held 8.6K shares on 2024-09-30, with a value of $509.8K on 2024-09-30. In the recent 180 days, SAX WEALTH ADVISORS, LLC has increased its shares by 14.7K. In the recent year, SAX WEALTH ADVISORS, LLC has increased its shares by 39.5K.