Summit Wealth Partners, LLC's ownership history for JEPI

Summit Wealth Partners, LLC currently holds 80.4K shares with a market value of $4.6M. It started holding JEPI on 2024-09-30. At its peak, it held 80.4K shares on 2025-09-30. Its highest holding value was $4.6M on 2025-09-30. At its lowest, it held 72.2K shares on 2025-03-31, with a value of $4.1M on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 8.2K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 4.7K.