StrongBox Wealth, LLC's ownership history for JEPI

StrongBox Wealth, LLC currently holds 131.7K shares with a market value of $7.5M. It started holding JEPI on 2024-09-30. At its peak, it held 148.8K shares on 2025-06-30. Its highest holding value was $8.7M on 2024-09-30. At its lowest, it held 131.7K shares on 2025-12-31, with a value of $7.5M on 2025-12-31. In the recent 180 days, StrongBox Wealth, LLC has decreased its shares by 17.0K. In the recent year, StrongBox Wealth, LLC has decreased its shares by 13.2K.