Simplicity Wealth,LLC's ownership history for JEPI

Simplicity Wealth,LLC currently holds 39.5K shares with a market value of $2.3M. 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 14.2K shares on 2024-12-31, with a value of $816.2K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 10.3K. In the recent year, Simplicity Wealth,LLC has increased its shares by 24.4K.