SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for JEPI

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 4.9K shares with a market value of $275.0K. It started holding JEPI on 2024-09-30. At its peak, it held 4.9K shares on 2025-03-31. Its highest holding value was $280.0K on 2025-03-31. At its lowest, it held 3.9K shares on 2024-09-30, with a value of $230.8K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 41. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 49.