Sterling Investment Advisors, Ltd.'s ownership history for JEPI

Sterling Investment Advisors, Ltd. currently holds 142.0K shares with a market value of $8.0M. It started holding JEPI on 2024-09-30. At its peak, it held 142.0K shares on 2026-03-31. Its highest holding value was $8.0M on 2026-03-31. At its lowest, it held 90.9K shares on 2024-09-30, with a value of $5.4M on 2024-09-30. In the recent 180 days, Sterling Investment Advisors, Ltd. has increased its shares by 15.6K. In the recent year, Sterling Investment Advisors, Ltd. has increased its shares by 23.8K.