Strategic Wealth Partners, Ltd.'s ownership history for JEPI

Strategic Wealth Partners, Ltd. currently holds 132.8K shares with a market value of $7.5M. It started holding JEPI on 2024-06-30. At its peak, it held 132.8K shares on 2026-03-31. Its highest holding value was $7.5M on 2026-03-31. At its lowest, it held 80.3K shares on 2024-06-30, with a value of $4.5M on 2024-06-30. In the recent 180 days, Strategic Wealth Partners, Ltd. has increased its shares by 4.0K. In the recent year, Strategic Wealth Partners, Ltd. has increased its shares by 38.8K.