SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC's ownership history for JEPI

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC currently holds 32.9K shares with a market value of $1.9M. It started holding JEPI on 2024-09-30. At its peak, it held 32.9K shares on 2026-03-31. Its highest holding value was $1.9M on 2026-03-31. At its lowest, it held 17.6K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC has increased its shares by 6.0K. In the recent year, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC has increased its shares by 7.3K.