Selective Wealth Management, Inc.'s ownership history for JEPI

Selective Wealth Management, Inc. currently holds 144.9K shares with a market value of $8.2M. It started holding JEPI on 2024-09-30. At its peak, it held 162.1K shares on 2025-03-31. Its highest holding value was $9.4M on 2024-09-30. At its lowest, it held 144.9K shares on 2025-09-30, with a value of $8.2M on 2025-09-30. In the recent 180 days, Selective Wealth Management, Inc. has decreased its shares by 17.2K. In the recent year, Selective Wealth Management, Inc. has decreased its shares by 14.4K.