Simplicity Wealth,LLC's ownership history for JEPI

Simplicity Wealth,LLC currently holds 7.5K shares with a market value of $424.6K. It started holding JEPI on 2024-09-30. At its peak, it held 39.5K shares on 2025-09-30. Its highest holding value was $2.3M on 2025-09-30. At its lowest, it held 6.4K shares on 2025-12-31, with a value of $363.9K on 2025-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 32.0K. In the recent year, Simplicity Wealth,LLC has decreased its shares by 21.6K.