SkyOak Wealth, LLC's ownership history for JEPI

SkyOak Wealth, LLC currently holds 65.7K shares with a market value of $3.8M. It started holding JEPI on 2024-09-30. At its peak, it held 65.7K shares on 2025-09-30. Its highest holding value was $3.8M on 2025-09-30. At its lowest, it held 41.1K shares on 2024-09-30, with a value of $2.4M on 2024-09-30. In the recent 180 days, SkyOak Wealth, LLC has increased its shares by 9.8K. In the recent year, SkyOak Wealth, LLC has increased its shares by 24.6K.